I live in NJ and work in NY. I recently switched jobs in NY and I receive a pension from the Firm in NY that I left. For monthly payments from my qualified plan I receive a 1099R and am able to report the pension income for Federal and NJ and exclude from NY. I also receive monthly payments from the non-qualified plan which is reported on a W-2 in box 1 as wages but not in box 11 (non qualified plans). The total of the non qualified payments also appears in 14 as 'other SUPP PEN'. I've read articles that payments from a non qualified plans that last for life should be excluded from NYS taxes but I don't know how to get that reflected in Turbo Tax. Am I right that these payments should be excluded from NYS and, if yes, how do I do that in Turbo Tax.
