Retirement tax questions

Now, if you DO have to file your state tax forms, but the state tax forms seem to be calculating a tax on your state-exempt pension...then you may not have tagged that 1099-R as being from a valid a state-exempt pension.   You would need to tag it properly as your own state's pension either:

a) during the entry of the 1099-R as it is entered in the Federal section in the state section  (example_1 for NY shown below)

...or

b) a few states, like PA, delay the tagging until you go thru the state interview (example 2 shown below):

______________________

Example 1

________________

Example 2