Some pension distributions from certain sources are nontaxable in the state of New York, while others are taxable. If your pension distributions are taxable, you could still qualify to exclude up to $20,000 per year, depending on your age and your situation.
Nontaxable pensions
Nontaxable pension distributions are those paid by:
- New York state or local government
- The federal government, including Social Security benefits
- Certain public authorities, including the Metropolitan Transportation Authority (MTA), Police 20-Year Retirement Program, and the Long Island Railroad Company (LIRR)
Here's more info on Pension Income in New York.
You can Efile with Social Security income. Let us know what error message you are receiving, and we'll try to help.
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