To ensure that your NYS pension is not being taxed on your NYS tax return you first need to be sure your pension in entered in the federal section properly.
To ensure you have this entered properly:
- Open your TurboTax
- In the Search box, type in 1099-R
- Click on Jump to 1099-R
- You will see your entry for your NYS pension
- Click on Review
- Click on Continue until you get to the screen Where Is This Distribution from? screen
- Select the source New York State & Local Retirement System
- Click on Continue
- Answer the follow up questions.
- Click on Continue
After reviewing your entries, you should see a subtraction on your NYS tax return for the amount of your NYS pension.
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