Retirement tax questions

To exempt your military retirement income from NYS taxable income, please follow the instructions below:

1. Open your return.
2. Navigate to the 1099-R section.
   • TurboTax Online/Mobile: Go to 1099-R.
   • TurboTax Desktop: Select Search Topics. Search for and select 1099-R.
3. Click Edit next to your 1099-R.
4. Continue until you reach the page, Where is your distribution from? Please ensure it is marked U.S. Government (including military). Click Continue. 
5. Open your NYS return.
6. On the page, Changes to Federal Income, scroll down to Received retirement income. Click Start.
7. Continue through the pages.
8. On the screen, Pension Deduction Summary, you should see your NYS deduction for government pensions is fully deducted.