- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
State tax filing
Normally any 1099R Federal amounts distributed to you are also automatically transferred to your state return, even if not shown on the 1099-R.
If you indicate that your pension is non-taxable when you enter it in your Federal return (state employee pension, for example), it will not be taxed at the state level. Check your 1099-R entry to be sure you indicated the pension source that makes it non-taxable in New York.
Otherwise, as you proceed through the NY interview, you will be able to indicate that your pension is non-taxable, or qualifies for a 20K exclusion.
Here's more info on New York Pension Income.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎January 11, 2024
11:32 AM