turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I am retired from nys retirement system. I am tax exempt. Where do I input this???

I wouldgo under Federal review, I guess. Im just going round and round
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
Anita01
New Member

I am retired from nys retirement system. I am tax exempt. Where do I input this???

After you enter the 1099-R in the Federal return, you continue on.  There is a screen asking for the source of the pension.  Your entry there determine whether it's tax free in the state or not.  To return and go through the followup questions, enter Retirement Income in the Find window on the upper right, hit enter then select the Jump To that appears.  Edit the 1099-R in question and this time keep going even after you see Done for the entry of the form itself.  You will then need to go back to state taxes in order to transfer the new information.  

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question