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New Member
posted Jun 1, 2019 12:27:35 PM

1099R from my pension has Gross distribution in box 1, 2a is blank, box 2b is checked. Dist code 7. The dist shows up on my fed return but is $0 on my NY state return.

It seems like the gross dist amount should be included as taxable income on my NY state return shouldn't it?

0 3 1963
1 Best answer
Level 13
Jun 1, 2019 12:27:37 PM

Some pensions are not taxable in New York State.

After you enter your 1099-R on the federal return, if you indicated that you lived in New York, you should be asked about the source of the income. The answer may exclude the pension income from the New York return.

Alternatively, there may still be screens in the New York interview which ask about each 1099-R distribution, through which you can indicate the source of the income (from which TurboTax will determine if the distribution is taxable or not).

3 Replies
Level 13
Jun 1, 2019 12:27:37 PM

Some pensions are not taxable in New York State.

After you enter your 1099-R on the federal return, if you indicated that you lived in New York, you should be asked about the source of the income. The answer may exclude the pension income from the New York return.

Alternatively, there may still be screens in the New York interview which ask about each 1099-R distribution, through which you can indicate the source of the income (from which TurboTax will determine if the distribution is taxable or not).

New Member
Jun 1, 2019 12:27:38 PM

Does Turbo Tax know which pensions are not taxable in NY?

Level 13
Jun 1, 2019 12:27:39 PM

Yes, this is why TurboTax asks you the source of New York pension. Based on your answer, TurboTax will include or exclude the pension income in New York.

If you have a question on why your particular pension income is or is not taxable in New York, please post a new question in AnswerXchange identifying the source of the pension. This will allow the most agents to be able to respond more quickly.