scrispell26
Returning Member

1099-R & RRB 1099R Distribution Code Source

I have several pensions and the issue with them making sure they are non taxable for NYS as my return was rejected due to this software.

Two Questions:

1 - Railroad Retirement Pensions / Tier One (FORM RRB 1099 & FORM RRB 1099R) are private pensions and tier 1 benefits however I do not know what type of pension to choose from the list for Distribution Sources. I wasn't sure to select that they are US GOV'T as they a private agency of.  It is from Metro North (MTA) Railroad as a source for both pension and RRB Social Security.

 

2 - NYSLRS - This used to be a choice and now it is not, is this considered other pensions of NYS and local governments?

Please help me choose the correct source as I believe all of this is federal but NOT state taxable.