Retirement tax questions

The program does have a screen that is designed to trigger this NY state exclusion. Try following these steps:

1. Click on the search magnifying glass at the top right corner. Type in Form 1099-R
2. Click on Jump to 1099R in the search results of Go to 1099-R.
3. Go through the screens associated with the teachers' pension 1099-R again.
4. Find a screen labeled "Where is this distribution from?"
5. Click the radio button for the appropriate source
1. New York State and City Education or
2. New York State and City Education (optional retirement plan)
6. Make sure the state distribution amounts have been entered.