TurboTax will not automatically exempt the pension after you select a qualifying New York state pension in the Form 1099-R input. Another step is necessary in the New York section.
- Go to the screen Changes to Federal Income
- Select Received retirement income
- Click Done on the screen Retirement Distributions Summary
- Enter the excludible amount of you NY pension(s) on the screen Governmental Pension Exclusion
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
