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You'd have to tell us what state you are filing for.
And your age at the end of 2022.
The Questions presented there depend on your state.....then someone familiar with that state might be able to answer for you
________
For example, here are a couple of different displays that show the state dependency and how the selections a are entirely different:
_________
NORTH CAROLINA
_________
LOUISIANNA
_________
NEW YORK
@SteamTrain Thanks for the reply. New York State, over 59-1/2 by end of 2022.
You are more familiar with NY, do you know the difference between those last two selections for a regular private pension? Do both still allow a NY person the extra up-to 20,000 deduction for NY pension income?
Although I have moved out of NY, a quick search shows that certain government pensions are tax-free, while non-government retirement pay is eligible for an exclusion up to $20K. So I think the correct answer here is "none of the above" which will result in the $20K exclusion.
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