Retirement tax questions

The payment would have to be from a New York State and Local Retirement System, New York State and City Education, or NYC Variable Supplemental Funds plan to be excluded from tax on your New York income tax return.

You will see this screen in TurboTax where you designate the plan as belong to one of the above, and that is how it would show as being exempt on your tax return. You can review your form 1099-R entries and click on the See Examples options to learn more about each type of distribution