I am 66 and a retired US postal worker living in NYC. Recently received a 1099-R and trying to understand the option in my TurboTax where they ask where my distribution is from. Do I select the option of: Retirement distributions from: US Government (including military)New York State and City EducationCertain public authoritiesNYC Variable Supplemental Funds (VSF)Certain annuity fundsOther Pensions of New York State and Local GovernmentsRetirement distributions from:New York State and City Education (optional retirement program)IRA rolled over from a former government pensionNot eligible for exclusion for those over age 59 1/2None of the above (select for deferred compensation 457 plans)This distribution is from my Thrift Savings Plan so I am unsure which of the above options I need to select for this.

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Question

Not eligible for exclusion for those over age 59 1/2 option

Forum|Forum|4 months ago
March 5, 2026
1 reply
238 views

I am 66 and a retired US postal worker living in NYC. Recently received a 1099-R and trying to understand the option in my TurboTax where they ask where my distribution is from. Do I select the option of:

Retirement distributions from:
- US Government (including military)
- New York State and City Education
- Certain public authorities
- NYC Variable Supplemental Funds (VSF)
- Certain annuity funds
- Other Pensions of New York State and Local Governments
Retirement distributions from:
- New York State and City Education (optional retirement program)
- IRA rolled over from a former government pension
Not eligible for exclusion for those over age 59 1/2
None of the above (select for deferred compensation 457 plans)

This distribution is from my Thrift Savings Plan so I am unsure which of the above options I need to select for this.

RogerD1

Level 6

Since your pension is related to Civil Service income as a postal worker, it would be considered US Government distributions, so you would select the first option. This will make your Civil Service pension fully exempt from New York State income tax.

From New York State Department of Taxation: "If you received a pension or other distribution from a New York State or local government pension plan or federal government pension plan, you may subtract the amount of distribution that was included in your federal adjusted gross income, regardless of your age or of the form the payment(s) take."

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