New York State Taxes asks if the retirement distribution I received from a 1099-R was as the beneficiary of someone who died. The person died in 2015 and I inherited the IRA at that time. I was required to take RMD's because the decedant had started them. If I answer yes to the question, It wants to know the decedents DOB, Total Pension (not a pension - it is an IRA), exclusion claimed on decedents taxes (none since there are no tax returns after 2016), and my % of total distribution. This question seems to only apply to the first year after the person was deceased and may have claimed the exclusion. Is this the case? Should I answer NO to inherited? Or Do I get the NYS exclusion every year since they are not claiming it since they have no taxes?
