MaryK4
Expert Alumni

Retirement tax questions

You will want to select: Not eligible for exclusion for those over age 59 1/2 for the 1099-R with Code G and the 1099-R with Code 4 UNLESS the inherited account was a government retirement.  New York allows an income exclusion for pensions from government plans if the are over 59 1/2.  @liana-muskin 

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