State tax filing

If your 1099-R is exempt, please leave Box 14-16 empty when inputting your pension into TurboTax. In addition, please make sure that you picked the correct classification if your 1099-R is fully exempt. 

If using TurboTax desktop software, you can follow the steps below:

1. Open your return.
2. Click on Personal Income, under the Personal tab.
3. Click Edit next to the 1099-R you want to correct.
4. Enter the information as shown on your 1099-R. 
5. Answer the questions on the next two screens.
6. Make sure the correct source of your 1099-R is selected. In addition, keep the NYS distribution amount as the full pension distribution. It will be shown as deducted fully on a later screen.
7. Click on From a qualified plan on the screen Was this distribution from a qualified plan?
8. Answer the required minimum distribution questions on the next screen.
9. Finish answering the questions about your 1099-R.
10. Once you are back to your federal 1099-R summary screen, click on State Taxes tab above. 
11. Click on Edit for New York.
12. The next screen should be your pension summary screen and will show your pension fully deducted.

 If using TurboTax online, please follow these steps:

1. Open your return.
2. Search 1099-R in the search box.
3. Click the Jump to 1099-R on the top of the search results. 
4. Add a 1099-R if you haven't already or click Edit next to the 1099-R you want to correct.
5. Enter the information as shown on your 1099-R. 
6. Answer the questions on the next screens.
7. Make sure the correct source of your 1099-R is selected. 
8. Answer the on-screen instructions. 
9. Once complete, click on State on the left hand side. 
10. Edit your resident return.
11. Continue until you get to the page You Just Finished Your New York Return.
12. Click on Start or Update to Adjustments to Federal Income under Changes to Federal Income. 
13. Click on Received Retirement Income under Wage and retirement adjustments.
14. Click continue.
15. Enter the pension exclusion, if not already populated.
16. Click continue.
17. Your deduction should show as zero amount taxable to NYS on the Pension Deduction Summary page. 

 ​​​​​​