When I filed my NYS taxes for 2021 I owed much more than in past years. Yesterday I looked at my "pension exclusion" entries and one of my pensions was NOT recorded correctly in the interview process.
I amended my return, which will get me a significant refund.
From posts in this forum (going back several years) I'm confused about excluding pensions and also using the "up to" $20,000 exclusion--there are threads noting that TT may be "double dipping" for the exclusion.
On line 26 there is a pension exclusion of (about) $67,000
On line 29 (about) $19,600 [this line can't exceed $20,000]
By 2022 I would assume TT has rectified old issues.
HELP!
