Please follow the steps below to ensure your NYS exclusion of $20,000 populates on your return:
- Open your state return.
- Continue until you get to the page You Just Finished Your New York Return.
- Click on Start or Update to Adjustments to Federal Income under Changes to Federal Income.
- Click on Received Retirement Income under Wage and retirement adjustments.
- Click Continue.
- Click Edit (or the pencil) next to your 1099-R.
- Answer the on-screen questions.
- Your deduction of $20,000 show on the Pension Deduction Summary page.
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