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KalaTeaneck
New Member

NYS pension and annuity exclusion

TurboTax is giving portion of $20K New York State pension and annuity exclusion for an RMD on an inherited IRA but not for an IRA distribution deposited in a Roth account.  NYS tax authority states expressly that a Roth conversion is eligible for the $20K exclusion.  Does anyone know what TurboTax needs to take into account the Roth conversion for this exclusion?

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2 weeks ago
last updated ‎February 23, 2026 10:35 AM
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