MayaD
Expert Alumni

Retirement tax questions

After entering your 1099-R in the Federal section:

  1. Go to State Taxes
  2. Select Edit for your New York return.
  3. Continue until you reach Changes to Federal Income. On this screen, select Start next to Received retirement income.
  4. On your Retirement Distributions Summary, select Edit next to the pension you’re reviewing. 
  5. 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.
  6. 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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