Retirement tax questions

Some pensions are not taxable in New York State.

After you enter your 1099-R on the federal return, if you indicated that you lived in New York, you should be asked about the source of the income. The answer may exclude the pension income from the New York return.

Alternatively, there may still be screens in the New York interview which ask about each 1099-R distribution, through which you can indicate the source of the income (from which TurboTax will determine if the distribution is taxable or not).

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