I receive a pension from the NYS Retirement aSystem as of 2/2018. Do I need to include the pension monies received as income when I file my taxes for 2018?

[VolvoGirl · Accepted solution]

Yes.  You will get a 1099R for it.  The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

Enter a 1099R under

Federal Taxes on the left side

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

If you are filing a Joint return be sure to pick which person it is for.