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Retirement tax questions
After entering your 1099-R in the Federal section:
- Go to State Taxes
- Select Edit for your New York return.
- Continue until you reach Changes to Federal Income. On this screen, select Start next to Received retirement income.
- On your Retirement Distributions Summary, select Edit next to the pension you’re reviewing.
- If New York needs more info for your pension distributions, answer the questions on the following screens, until you return to your Retirement Distributions Summary. Select Done.
- Continue until you reach your Pension Deduction Summary. Here you’ll see the amount of your pension distribution that’s taxable in New York state.
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January 28, 2025
9:27 AM