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Retirement tax questions
This is handled in the New York (NY) State portion of the tax return interview.
- When you reach the Changes to Federal Income screen >: Scroll to Wages and Retirement Adjustments
- Select Received retirement income > Start
- Answer the questions on each screen
- On the screen titled Governmental Pension Exclusion enter the taxable amount to exclude for the NY return
- The next screen will show you the Pension Deduction Summary
- See the image below for assistance.
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‎January 25, 2021
6:17 AM
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