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Retirement tax questions
Generally, this question refers to indicating that your pension/annuity is from the military or from a state or local government or a state teachers plan or whatever. The answer is used to determine if the distribution is nontaxable, partially, or fully taxable on the state level.
There should be an option for New York State and City Education that she should select. This category includes:
New York State Teachers' Retirement System
New York City Teachers' Retirement System
New York City Teachers' Retirement IRC 403(b) plan
International Union of Operating Engineers Local 891 Annuity Fund (Dept. of Educ. of NYC School District)
The TDA Program is an optional investment plan open to all TRS members - distributions are handled the same.
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