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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?
‎February 10, 2025
5:09 PM