Re: You need to indicate that its a New York State...
New Member

Retirement tax questions

On the "Where Is This Distribution From", you need to select "Not eligible for exclusion for those over age 59 1/2. This will allow you get the full exclusion of your retirement distribution without TT adding the $20,000 pension exclusion. This screen in TT is VERY confusing because they are asking 2 different things here - where the distribution comes from (which you never get to answer), and if you should be exempt from NYS $20,000 pension exclusion. TurboTax really needs to fix this as there are probably people out there getting taxed on a large portion of their non-taxed pension!

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