Box 12 of the 1099R only takes dollar amounts.
Enter the rest of the 1099R exactly as it is, then after the 1099R is entered you will get questions about the Retirement Plan and when you correctly answer these questions, it will exempt it from NY State taxes.
This information entered in the 1099R section will be transferred to the State of NY return and will be excluded from Income tax by NY.
Your pension income is not taxable in New York State when it is paid by:
- New York State or local government
- the federal government, including Social Security benefits
- certain public authorities
