State tax filing

I did a mock-up return as @ErnieS0 did and was able to get the $6,666 pension exclusion as a beneficiary. 

Per US Code § 114, no state may impose an income tax on any retirement income of an individual who is not a resident or a domiciliary of such state (as determined under the laws of such state). Therefore, if the decedent were to file a nonresident return, there would be a subtraction from federal adjusted gross income.

As stated above, as a beneficiary of a pension, the exclusion is based on the decedent’s entitlement, subject to the decedent’s age and amount limitations. However, if the recipient elects to transfer or roll it over into their own name, it now becomes subject to the recipient’s age (59½) and amount ($20,000) limitations. The beneficiary is entitled to up to a $20,000 exclusion if the decedent would have been entitled to it had the decedent continued to live, and it was not claimed on the decedent’s final return. The beneficiary does qualify for the exclusion because as per New York State, it is subject to just the decedent's age and amount limitations. It does not specify that the decedent had to be a New York resident. 

If you are still getting an error in getting the $6,666 exclusion on the return, it would be helpful to have a TurboTax ".tax2021" file that is experiencing this issue.

You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions: Go to the black panel on the left side of your program and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number. 
5. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.  

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

@dovestree21