MarilynG1
Expert Alumni

State tax filing

Box 14 on your W-2 does not affect your tax return; it is informational.  Is the Box 1 amount also showing in Box 11?

 

If so, you can make the exclusion entry directly on the New York forms (Line 29, IT-201). 

 

Here's info on How to Claim the New York Pension Exclusion for a non-qualified plan. 

 

 

 

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