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When you enter that you are a New York state resident, after you enter your 1099-R for your pension, there will be a series of screens. One screen will ask you to Select Your State.
When you select New York, the next screen will ask "Where is this distribution from?"
This will give you the opportunity to select the source of the pension. If you have a pension that qualifies for exclusion in New York, it will be removed from your New York return.
not working in turbo tax in the nys state return. taxed my entire nys pension.
my husbands nys teachers retirement was excluded so that is working.
When entering your Form 1099-R for your New York State pension, you want to make sure that Turbo Tax isn't handling it as taxable income.
To get the New York state pension deduction, you will first have to enter the necessary information in your Federal Income tax return and then in the New York State income tax return.
Here are the steps to enter your exempt New York State employee pension:
On the Federal Income Tax portion:
On the New York State return portion:
Review the Pension Deduction Summary for the deduction.
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