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New Member
posted Jun 4, 2019 2:03:01 PM

How do I enter my 1099r from NYS Teachers Retirement System? The 1099 does not stae the NY distribution or payer number. Turbotax insists that it is a federal pension.

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1 Replies
Intuit Alumni
Jun 4, 2019 2:03:02 PM

To find the Payer ID for the NYS Teachers Retirement System  you should call them at: (800) 348-7298 or go to their website:  https://www.nystrs.org/

To enter the information so that TurboTax realizes the distribution is from the NYS Teachers Retirement System please follow these steps:

  1. On the 1099-R entry screen, enter NY in the State box (box 13) at the bottom of the 1099R (even if it's not entered on the form).
  2. On the screen, Select Your State, make sure NY is marked.
  3. On the next screen, Where Is This Distribution From? mark the appropriate button (NY State and City Education?)
  4. Enter the amounts for the distribution, withholding, and NY State ID number and click Continue
  5. Continue through the screens, entering the requested information.