Please tell us the following:
1. Are you filing a resident return for New York?
2. What type of pension are we talking about? "NY pension" is not precise enough.
3. Is the taxable amount different than the gross distribution on the 1099-R (i.e., box 2a versus box 1)? If so what are they?
4. Is there an amount in box 16 of your 1099-R?
5. When you entered your 1099-R for this pension, in the screens afterwards where TurboTax asks you where this Distribution is from, what did you answer?
6. In the New York interview, on the screen "Changes to Federal Income", did you click on "Received Retirement Income" under Wage and retirement adjustments?
7. If so, did you edit your pension? Or did you get the message "We don't need any further information..."?
8. Are you using the CD/download product, and so can see your IT-201 pages 1-2?
9. If not, how do you know your pension is being taxed?
Unfortunately, since we in the Community cannot see your screen or your private tax data, when we have these situations in which our (admittedly simple) tests do not match your apparent results, we have to ask a lot of detailed questions.
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