New York deduction for other pensions

[ger1101]

Every other year I've gotten the $20,000 deduction on NYS income tax for "New York deduction for other pensions".  This year it is showing as $0 - nothing has changed from my side.  I've gone back and restarted my tax return twice thinking I've missed something - any ideas??

[MayaD]

If your pension is taxable to New York and you are over the age of 59 ½ or turn 59 ½ during the tax year, you may qualify for a pension and annuity exclusion of up to $20,000. NY State 

To claim the exclusion in TurboTax:

1. Open your Return
2. Go to State Taxes.
3. Click Edit next to NY state.
4. On the Screen Changes to Federal Income select Update next to Received retirement income. 
5. Continue to the screen Governmental Pension Exclusion.
6. Enter $20,000 for the question, Did you receive a pension or other distribution from a NY State or local government pension plan or federal government pension plan? 
7. The next screen will show your pension deduction summary. Only $20,000 should be deducted from your pension. 

[ger1101]

After I click Update next to Received Retirement Income, it takes me to "Retirement Distributions Summary".  There it lists my pensions; if I click Edit next to one of them, it says "We don't need any further information about the retirement distribution from ____".   Back at the "Retirement Distributions Summary", I click Done; it asks if I received Long Island Railroad retirement pay (No), then it brings me to the Pension Deduction Summary, and the "New York Deduction for other pensions" is still $0.

[DanaB27]

It would be helpful to have a TurboTax ".tax2022" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Online: 

1. From the left menu select Tax Tools. 
2. Then select Tools below Tax Tools. 
3. A window will pop up which says Tools Center.  
4. On this screen, select Share my file with Agent. 
5. You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number. 
6. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.  

The instructions for TurboTax Download: 

1. On your menu bar at the very top, click "Online"
2. Select "Send Tax File to Agent"  
3. Click "Send"
4. The pop-up will have a token number
5. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.  

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

@ger1101 

[ger1101]

Token # 1104176

Thank you!

[DanaB27]

Thank you, I reviewed your token. In the federal return in the follow-up questions for each Form 1099-R, you made an incorrect selection on the "Where is the distribution from?" screen. I'm under the impression that you are over 59 1/2 and therefore selecting that you are not qualifying for the exclusion is incorrect ("Not eligible for the exclusion for those over age 59 1/2"). If you are over 59 1/2 you qualify for the exclusion and need to select "None of the above" if no other option applies to you.

@ger1101