In the federal section:
Please go back to the federal section.
- Scroll down to retirement
- Edit your 1099R.
- continue
- Be sure to answer all the questions. Double check, safety officer, which state
- There are many including, Where is this Distribution From,
- click on NY State and Local (the second box)
- Continue
- Select From a Qualified Plan
- What did you do, cashed it
- Periodic Payments
- Select Yes
- keep going
In the state:
- Select the State Taxes tab
- As you navigate through the screens, you will see a screen that says Changes to Federal Income.
- Scroll down to Wage and Retirement Adjustments
- The first entry below that will say Received Retirement income.
- Start/ Edit
- Retirement Distributions Summary, Done
- On the screen titled Governmental Pension Exclusion enter the taxable amount to exclude from the NY return. Here is where you would enter the full amount of your retirement distribution.
- Continue
- The next screen will show you the Pension Deduction Summary

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