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joe96diane
New Member

I believe TT is erroneously finding my husband's police pension income taxable in NY state...it was not in past years, on hold w/ NYS taxation for 25 min already:)

 
3 Replies
SteamTrain
Level 15

I believe TT is erroneously finding my husband's police pension income taxable in NY state...it was not in past years, on hold w/ NYS taxation for 25 min already:)

Go back and edit that 1099-R in the Federal section.   

On one of the pages as you continue after the main form page, you will see the page below, where  you need to select the proper pension source for that 1099-R. 

The NY distribution amount is not a zero...(as noted in the picture.)  The NY pension source selection uses that Distribution value to subtract it from NY income...provided the pension source is fully not taxable.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
Betty9568
New Member

I believe TT is erroneously finding my husband's police pension income taxable in NY state...it was not in past years, on hold w/ NYS taxation for 25 min already:)

I'm in the Distribution From section for my pension.  I check NYS Teachers and it keeps going back to "Military."

SteamTrain
Level 15

I believe TT is erroneously finding my husband's police pension income taxable in NY state...it was not in past years, on hold w/ NYS taxation for 25 min already:)

@Betty9568 

 

That's OK.    Just set it, work your way out to the table of 1099-R forms, and don't go back.

 

Several states have multiple selections that all point to the exact same exemption code in the underlying State tax forms. There is nothing in the actual submission that specifically says Military, or NYS Teacher's 1099-R....thus a military pension gets the same exempt-from-tax status as NYS Teachers....but the US Govt/Military selection is at the top of the list. 

 

Yeah...would be great if the software would "keep" that selection and stop driving people nuts.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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