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Under Wages and Income/Retirement Distributions (1099-R)/Where is your distribution from? - there is no Circle to select next to "New York State and City Education"

That is the circle I have been selecting in years prior. What happened to it?
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7 Replies

Under Wages and Income/Retirement Distributions (1099-R)/Where is your distribution from? - there is no Circle to select next to "New York State and City Education"

@funage79 

 

Maybe the selection is now combined/or same as the one you can select just above those?

 

@Opus 17    I think you work with NY software...what do you see for that follow-up question after a 1099-R entry?

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Under Wages and Income/Retirement Distributions (1099-R)/Where is your distribution from? - there is no Circle to select next to "New York State and City Education"

@SteamTrain 

I'm not in NY any more. I will eventually do my Dad's return, but not for a couple of months.  I can't recall now whether the NY adjustment for city/state employee retirement benefits is in the federal or NY interview.  I can check Dad's 2024 return when I get home, but I'm not going to look at 2025 for a while.

 

 

@funage79 

See this discussion and the answer at the very bottom.  Did you leave your 1099-R box 16 State Distribution blank?  It should have the distribution dollar amount from box 1. 

 

https://ttlc.intuit.com/community/retirement/discussion/i-have-a-pension-from-nyc-education-every-op...

Under Wages and Income/Retirement Distributions (1099-R)/Where is your distribution from? - there is no Circle to select next to "New York State and City Education"

@SteamTrain Not sure. Itlooks like it could be combined, but the distribution choices that were all there last year are still there, but without the choice to check some of them.

Under Wages and Income/Retirement Distributions (1099-R)/Where is your distribution from? - there is no Circle to select next to "New York State and City Education"

I really don't know NY retirement details.

 

But...sometimes, a bunch of what were individual selections...they all resulted in the same state pension deduction...so they  (TTX software folks) might have decided to include them all under one selection this year.

 

But that's just my guess....

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
DavidD66
Expert Alumni

Under Wages and Income/Retirement Distributions (1099-R)/Where is your distribution from? - there is no Circle to select next to "New York State and City Education"

SteamTrain is correct.  "New York State and City Education" has been combined with other retirement plans with a single radio button (circle) to select that source of retirement benefits.  See the screen shot below:

 

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Under Wages and Income/Retirement Distributions (1099-R)/Where is your distribution from? - there is no Circle to select next to "New York State and City Education"

Screenshot 2026-02-14 at 1.20.08 PM.pngThis is how my screen looks, even after applying all updates, Feb 14 2026. I am using TurboTax Deluxe for Mac. Notice how the button is off center to the line "Certain public authorities." I guess I have to hope for the best, that they're not going to fix this quirky situation in this version of Turbotax.

RogerD1
Expert Alumni

Under Wages and Income/Retirement Distributions (1099-R)/Where is your distribution from? - there is no Circle to select next to "New York State and City Education"

The button that is checked there applies to all 6 types on retirement income under the heading "Retirement distributions from:", starting with "US Government (including military)" through "Other Pensions of New York State and Local Governments".

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