Go back and EDIT the 1099R's in the Federal section of TurboTax as they will ask you the source of your retirement. There may be a question after the 1099R was entered that needs to be answered differently.
Go to:
To EDIT pension and annuity
Payments (1099-R)
- Click on Federal Taxes (Personal using Home and
Business)
- Click on Wages and Income (Personal Income using Home
and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R),
click the start or update button
- Carefully answer the questions after the 1099R entry as it should ask the source of the retirment income here, and this impacts the state of NY return.
Your pension income is not taxable in New York State when it is paid by:
- New York State or local government
- the federal government, including Social Security benefits
- certain public authorities