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Retirement tax questions
Yes, you are correct that your NY State Pension income is excluded from state tax. Be sure you indicated you had a New York State Pension when entering your 1099-R in the Federal section ('Where is this Distribution From?').
Previously, some users reported that their full pension amount plus 20K was being excluded on their New York return (creating a larger, incorrect refund).
Click this link for more info on New York Pension Exclusion.
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‎February 6, 2023
3:31 PM