Retirement tax questions

Correct:

You MUST edit the 1099-R in the Federal section, and indicate on a follow-up page that it was a Military pension  (see picture below from 2021 software...selections might have changed some...BUT, you'd use the top bullet point in this example)

 

ALSO, the state distribution amount MUST be set to the box 2a value, even if it's empty on your actual 1099-R.  The state forms then use the box 16 value to know how much of Federal income to subtract....and will do so somewhere in the state forms

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1099R_NewYork_2021.png

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*