Dan175
New Member

Retirement tax questions

I'm experiencing an issue with this as well.  I live in NY and my pension income for 2024 due to being a beneficiary of a deceased person was over 20,000.  

 

Turbo tax is automatically including the 20,000 deduction on my return for NY.

 

The catch is my current age is under 59 so I wasn't 59 and a half at any point last year.  So TurboTax should not be giving me that deduction per the info on the NYS DTF web site.

 

Is there a way I can tell Turbotax not to take the deduction while still reporting the income?