I am a retired NYs employee, I am exempt from NYS taxes, as shown on my 1099-R, line 14. How do I reflect that on my Federal return so State tax does not compute?

[Opus 17]

You don’t change anything on your federal return.  When you enter the state return, TurboTax will see the 1099-R and ask you what kind of retiree you are.  

[perc50]

you say

You don’t change anything on your federal return. When you enter the state return, TurboTax will see the 1099-R and ask you what kind of retiree you are.

i am using turbotax download. it does not ask me that.

[LindaS5247]

If you are eligible for the New York pension exclusion because you have a New York State, Local or a Federal pension, you can make sure this pension is excluded using the steps listed below.  This exclusion will show on Line 26 of your New York State Tax Return Form IT-201.

To exclude your New York State, Local or Federal pension, after your Form 1099-R is entered into TurboTax you will see a screen that says, "Where is your distribution from?" You should select the first or second circle (whichever one applies) to ensure your pension is properly excluded.

When you do this, your distribution should go to your New York State Income Tax Return and be recognized as excluded.  This will put your excludable pension on line 26 of your Form IT-201.

To get to those screens in TurboTax to review your entries, you can:

1. Click on Search at the top right of your TurboTax screen
2. Type Form 1099-R in the search box
3. Click on the link Jump to Form 1099-R
4. Select your Form 1099-R for your New York State pension and follow through the screens until you see "Where is your distribution from?"
5. Click on the top circle Retirement Distributions from New York State and "Continue"
6. This information will flow to your New York state tax return and you will see your pension exclusion on line 26 of your New York State tax return.

For additional instructions on how to enter a Form 1099-R in TurboTax click here for " Where do I enter my 1099-R?"
  

Please return to Community if you have any additional information or questions and we would be happy to help.