Hi LenaH,
I do not know all of the specifics but my pension from a bank I worked for is granted a $20k New York State exclusion. My spouse retired from a local school district and her pension from New York State Teachers Retirement System is 100% excluded. TurboTax was giving my spouse both exclusions, 20k plus her entire pension amount. She should not get the 20k exclusion. This is a software bug.
For reasons unknown to me this is now working correctly for me. I am getting the 20k exclusion and my spouse is getting an exclusion for the full amount of her government pension. My spouse is no longer getting an additional 20k. But other users are reporting that they still have this problem of getting both exclusions.
I am using TurboTax Deluxe 2020 for Windows. I always accept the updates that Intuit pushes out.
