mmalinos
Returning Member

Retirement tax questions

Thanks for your attention to this.  My version of Turbo Tax does not show the NYSLRS as an option.  As you suggested, I went to forms and on New York Form IT-201 Page 1-2, Line 26 and it does show the exclusion amount.

I did everything per your instructions but when I printed my return just prior to submission to NYS, on Form NYIW7801.SCR 02/12/21, Other Tax Credits and Taxes Worksheet, Part 1 - Calculations of Taxable Income Amounts, the Box for Qualifies for government exclusion is NOT checked.  Looking back at my 2019 submission, this box is checked.  I fear I will get another rejection.