I've seen several posts re: this issue but cannot seem to find a way to correct it based on the responses provided. There is no option in the federal section to note that this 1099-R is in any way not taxed by the state. I've deleted the 1099-R info and added it back several times now.
1. I am manually entering the 1099-R info
2. I have nothing checked for 2B
3. Box 7 "Distribution Code" is entered as 7, exactly as it appears on the 1099-R
4. I did not check IRA/SIMPLE/SEP
5. On the screen asking for the type of plan I have selected "Qualified Plan"
6. On the next screen, none of the options apply and I've selected that
7. I selected that I did not roll over or convert the money
8. I selected that I get regular payments from the account
9. I selected that I've gotten payments on 2021 and prior years
And that's it. I don't see anywhere to "Make sure to choose that your distribution came from New York State and City Education since you indicated you have a New York State Teachers' Retirement System pension." as indicated on one of the solutions posted. Where is that in TurboTax? Do I have to have the Premium level of Turbotax to do that?
Thanks for your time.
