We are filing joint return for Federal and NYS with Desktop version of Turbotax. This question was posed last year:
https://ttlc.intuit.com/community/state-taxes/discussion/nys-pension-exclusion-for-deferred-comp-rep...
Under certain NYS conditions a non-qualified pension plan amount of Box 11 on W2 can be entered as a non-qualified pension allowance (up to $20000) on NYS Taxes after age 59 1/2 years old. In this case the non-qualified pension monthly payments are an executive retirement benefit from the company spouse retired from. During 2024 spouse became 59 1/2 so I think all the payments after birthday can be claimed as a NYS retirement allowance but this will be less than what was entered on W2 box 11 for the full year.
Is the previous proposed technique to override NYS form (proposed in above link) still best way to enter amount for this NYS allowance. Is there any way to document what is being done within Turbotax to clarify pension is coming from Box 11 and line 8t of schedule 1 of the Federal tax form?
A complicating factor is that our Federal and NYS taxes have already been submitted and will have to submit an amended NYS. Can this also be e-filed or do we need to mail it?
