@Stacks21 wrote:
In my case I am receiving an accidental disability retirement from the NYS Police and Fire retirement system. It is exempt from federal taxes. As with all public pensions in NYS they are exempt from State and NYC/Yonkers tax. This is the first year I have not received a 1099-R. I called NYSLRS and they stated they are no longer sending out 1099-R’s for tax exempt disability pensions.
That makes sense then. I'm not aware of tax-free disability pensions but I'll take your word for it. Because New York is generally a "conforming state", anything that is not federal taxable income is almost always non-taxable in NY even before considering NY's special rules for state pensions.
