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Received a 1099-R with Box 7, Code U and turned 59 1/2 in December 2020. How do I know if this is eligible for the NY Pension Exclusion?
Turbo Tax is claiming the 20,000 Pension Exclusion when I enter this. But I'm unsure how to tell if the ESOP plan qualifies. It is not a government plan.
‎February 15, 2021
4:15 PM