DianeW777
Expert Alumni

Retirement tax questions

This is handled in the New York (NY) State portion of the tax return interview. 

  1. When you reach the Changes to Federal Income screen >: Scroll to Wages and Retirement Adjustments
  2. Select Received retirement income > Start
  3. Answer the questions on each screen
  4. On the screen titled Governmental Pension Exclusion enter the taxable amount to exclude for the NY return
  5. The next screen will show you the Pension Deduction Summary
  6. See the image below for assistance.

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