Here is a scenario that I used to answer another issue regarding NYS pension exclusion. If you are using the software (vs online) this worked.
- Delete the 1099-R
- Go to file in the upper left corner of your software select remove state return.
- now reenter your 1099-R.
- Now when you get to the screen asking where this retirement income is from select NYSLRS and then the distribution amount that is at the bottom and finish out the section.
- Go to state taxes and select New York again.
- After the information from your federal return has populated into your state return, switch to the forms mode in your software.
- Go to the Pen Ann IRA WKS
- At the top left of the form check the check mark that indicates this qualifies for the Government Exclusion.
- Now check line 26 and the full amount of your pension is excluded and there should be no additional $20,000 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"
