BillM223
Expert Alumni

State tax filing

*The Normal Case*

 

When you enter that you are a New York state resident, after you enter your 1099-R for your pension, there will be a series of screens. One screen will ask you to Select Your State.

 

When you select New York, the next screen will ask "Where is this distribution from?"

 

This will give you the opportunity to select the source of the pension. If you have a pension that qualifies for exclusion in New York, it will be removed from your New York return.

 

*Your Case*

 

Did you also enter the $20,000 as a subtraction or exclusion while inside the New York interview itself? If so, you should go back and remove it. The data entry immediately after the 1099-R is normally all you need to do.

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