LenaH
Employee Tax Expert

State tax filing

If your $35,651 pension is exempt, then it would be deducted as a government pension (as shown in the third picture you attached on Line 2). 

 

The other two pensions, totaling $26,600, are not fully exempt. If this is for a different taxpayer (spouse of the taxpayer who had the exempt pension), then up to $20,000 can be deducted. Per NYS, taxpayers over age 59 1/2 can deduct up to $20,000 of certain federal, NY state or local government pensions and certain IRAs on their New York return.

 

The math for this calculation is correct as $62,200- $35,540 - $20,000 = $6,660. 

 

Please see Publication 36 for more information. 

 

@PATM1957

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