Retirement tax questions

Did you check your New York State return? ‌Line 29 of your New York state return (Form IT-201) would show the pension exclusion.

Sometimes the Income Summary does not display correctly.

If you are using TurboTax Desktop, you can check your New York State return by 

1. Switching to "Forms Mode" and then 
2. Go to your left panel which lists all of your forms
3. Select your New York State return (IT-201) in the left panel.  

 If you are using TurboTax Online you can review your forms by doing the following:

1. Open or continue your return
2.  In the left panel select "Tax Tools"
3.  In your left panel you can select "Print Center "and then 
4. Select "print, save or preview this year's return"

It would look like this in TurboTax Desktop: