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Retirement tax questions
When I do this, I get the payee and the state distribution amount. There is an edit button next to our two state pensions. Selecting Edit returns a question if we are beneficiaries of someone who died. Answer is no. This leads me to a page called Government Pension Exclusion. Numbers are already included, which are the total pension received. These are the correct amounts. Next page is a summary of both pensions. The lines are Total Federal taxable non-disability pensions and IRA; New York deduction of govenment pensions; New York deduction of railroad retirement and New York deduction for other pensions. It is this row where the $20,000 was inserted but I overrode it on the forms. The last line is Total Taxable pensions and IRA distributions. In my case, it is still showing as a negative number - the difference between the total pension (line 2) and the total federal distribution (Line 1). I haven't opened up TurboTax 2019 to see how it was handled in prior years but that is my next step to see what changed.