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Retirement tax questions
I want to amend my earlier reply---
I got thru your item 3 but item 4 (Gov't Pension Exclusion). What did show was "NY taxable..." where I filled in the amount. A few screens later I got to "Pension Deduction Summary" and low and behold my $20,000 showed up under NY non-disability pensions and IRA distr. That shows $69,860 and I have no idea where that comes from. May be correct but sure would like to have seen that amount listed somewhere else.
We may be on the right track now.
Bill
March 18, 2021
10:50 AM