austitus
New Member

Retirement tax questions

To get the exemption in Turbotax 2024, enter it on the NYS Pension/Annuities Worksheet, Part II, item 4b as an override, to a max of $20,000,  for New York State. That amount then carries forward to the NYS IT 201 line 29 but not as an override. I had tried doing it directly on NYS IT 201 line 29, but that prevented electronic filing.