TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 1

Question

1099-R State Exempt Income

Forum|Forum|2 years ago
March 17, 2024
2 replies
46 views

I received early distribution from government retirement system. I received a 1099-R that I included in my federal return. Box 14, for state taxes, read as "EXEMPT" on my 1099-R. The field for the federal return requires a numerical value. How do I enter "EXEMPT" and how do I exclude this income from my state (New York) return if the state return pulls from the federal return, not allowing me to selected individual forms to edit?

Thanks!

TurboTax Deluxe Online

Level 15

Since there are no state income taxes withheld on the Form 1099-R, leave boxes 14, 15 and 16 blank (empty) when entering the Form 1099-R

Level 15

First, do not enter "EXEMPT" into TurboTax.

Second, I assume that you have indicated that your state of residence is New York State. If so, then in the screens after you enter the data for the 1099-R, you should see a screen similar to this (this is from the desktop product, the Online product may vary somewhat):

Please indicate the source of the pension, and if it is eligible, it will be removed from NYS income.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"