If you were age 59 ½ during the tax year, you can exclude up to $20,000 of pension or annuity income:
- If you were already 59 ½ at the beginning of the tax year, you qualify for the full exclusion.
- If you turned 59 ½ during the tax year, you can still exclude up to $20,000, but only on amounts received after you turned 59 ½.
Please click here for more information and step-by-step instructions on getting the exclusion on your NY return.
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