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After entering your 1099-R in the Federal section:
I followed the exact steps you noted prior to posting question. It indicated no further info is needed. One source is pension of periodic payments that started in a prior year. Another source is RMD distribution. On the Changes to Income under Subtractions from Federal : Pension and Annuity Exclusion it does not show $20,000 as it has in previous years. I once again reviewed the Federal section for accuracy of information entered and all info matches the 1099-Rs.
Did you check your New York State return? Line 29 of your New York state return (Form IT-201) would show the pension exclusion.
Sometimes the Income Summary does not display correctly.
If you are using TurboTax Desktop, you can check your New York State return by
If you are using TurboTax Online you can review your forms by doing the following:
It would look like this in TurboTax Desktop:
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