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State tax filing
That is the correct outcome in your scenario. In my scenario, my wife and I are both retired NYC employees. TT exempted both our 1099-R incomes, and ALSO EXEMPTED AN ADDITIONAL $20,000. That's clearly incorrect and requires a programming fix.
In prior years, checking the box for either NYSLRS or NYS&C Education was enough to exempt the income from NYS/C tax. Something changed in the coding.
‎February 1, 2021
1:53 PM