Hello, first I'm seeing a different issue. In my case the software is not entering my nys pension on line 26. Instead it is treating the pension as a private pension and only allowing the 20,000 pension exclusion. Turbo tax offers 3 versions -- basic, deluxe, and premier. I'm using the deluxe which makes me wonder if the error you describe is in the basic package. The fix for this when a person only has a NYS pension and no deferred comp, 401k or IRA's is to go to view, select forms, scroll down the left and under ny individual double click on Ann Pen IRA wks. Check the box qualifies for government exclusion. Scroll to the bottom of page 2 of the worksheet. If the 20,000 is still there, right click, select override, use the delete key to remove. This will make line 29 blank. You will be able to e-file because the override is not on the tax form it is on the worksheet and worksheets do not get sent with the return. Worksheets are for your eyes only.
As a note. Turbo Tax programmers may not see this an error because say someone has a 30,000 ny pension and 25,000 in deferred comp. The program should have 30,000 on line 26 and 20,000 on line 29 for that person.
For people having the other problem (26 is blank and 20,000 on line 29) if you only have a NY pension checking the box will enter the pension on line 26 and remove the 20,000 on line 29. For those who also have deferred comp or IRA'S, It's a little different. Scroll to page 2 of the worksheet, check the box on line 1c; one line 2b enter the amount of the nys pension. If you're entitled to the full 20,000 on line 29 you're done. If you're entitled to less than the 20,000 scroll to the bottom, right click, select override and type the amount. Example if your deferred comp is 15,000 then you need to enter 15,000 as the override amt.
Finally, I DO NOT work for Turbo Tax.
