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glion78
New Member

My pension is exempt from state and local taxes. Do I need to file a state form? How do I input that information in Turbo tax?

NYS
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1 Reply

My pension is exempt from state and local taxes. Do I need to file a state form? How do I input that information in Turbo tax?

Probably Yes...any other income may be taxed by NY...

enter your 1099-R for that in the FEDERAL taxes section as you normally should do..and go thru the followup questions after that main form...the NY distribution amount should be the same $$ value that is in box 2a...or the Federally taxable amount of box 1 if box 2a is empty.

....you get the NY exemption on one of the followup pages..(shown below) where you make a selection to indicate which source of NY pension your 1099-R represents...that is how it gets exempted in NY.

____________*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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