Retirement tax questions

 I would try deleting the Forms 1099-R and reentering  them.  Make sure they are properly entered as yours and your spouses.

You may even want to try deleting your State return and reenter it and see if doing this corrects the problem.

Here's how to clear (delete) a state return in the TurboTax for Windows CD/Download software:

1. With your return open in TurboTax, switch to Forms Mode by selecting the Forms icon at the top-right corner of the screen.
2. From the File menu, choose Remove State Return. 
3. Select the return you want to delete and select Remove.

Here's how to delete a state return in TurboTax Online:

Note: If you've already paid your TurboTax state fees or registered your free version with your state return attached, you can't delete your state return.

1. Sign in and open a section of your return
2. From the menu, select State and then select Continue on the Let's get your state taxes done right screen
3. On the Status of your state returns screen, select Delete next to your state, then answer Yes

Also, keep in mind:

To enter your tax-exempt  State employee pension, you will first have to enter the necessary information in your Federal Income tax return, which will then flow to your NY state return.  You have to indicate when you initially enter your Form 1099-R,what type of pension income this is for state purposes. For example if it was a Governmental Plan fully excluded from NYS Income you would select that.

Find your Form 1099-R by typing 1099-R in the search box, and follow the steps below:

1. Click on Jump to 1099-R
2. Scroll down to Retirement Plans and Social Security
3. At IRA,401(k), Pension Plan Withdrawals (1099-R), click Update
4. Click on Edit then Continue
5. Answer the next questions until you get to the Where Is This Distribution From? screen
6. Select the correct source and enter the information requested: This will carryforward the information needed to your state tax return to make your pension tax exempt.
7. Click on Continue
8. Click on From a Qualified Plan
9. Continue answering the questions

Now on your state return: 

1. At the Changes to Federal Income page, scroll down to Received retirement income, click Start/Update
2. At the Retirement Distributions Summary page, click on Edit State
3. If no additional information is required, click on Continue
4. Click Done

To view your State Return in TurboTax:

• Select Tax Tools in the left menu (if you don't see this, select the menu icon in the upper-left corner).
• With the Tax Tools menu open, you can then:
• Select Print Center and then Print, Save, or Preview This Year's Return to preview your entire return, including all forms and worksheets (you may be asked to register or pay first).
• View only your 1040 form by selecting Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu.

Please click here for a  TurboTax Help link to watch a video to help walk you through the steps. 

Click here to contact Turbo Tax for assistance .