HEM1965
Returning Member

Retirement tax questions

Thank you for your response. However, as I noted in my question the pension income was reported on a W2 (non-qualified plan) not a 1099R. So, what you suggested was fine for the portion that was reported on a 1099 and flowed through to the NY state form fine. They only solution I see is to override and mail in the state taxes, as I can not efile with an override.