Why were my pension reductions from NY return greatly reduced?

[Anita01 · Accepted solution]

You would need to return to the federal program an review your 1099- r entries.  After you enter the form, you continue until you come to a screen where you choose the source of the pension.  Your entry there determines the taxable portion in NY.

Enter 1099-R in the Find window in the federal program, hit enter, then click the Jump To.

[xxxjimbo]

No
There is no taxable portion
All NY teacher pensions and military retirement pension
Are fully deductible from federal income

[xxxjimbo]

Unless there has been a recent change
If so where’s the scale to explain it?

[Anita01]

Then you made an error when you chose the source of the plan in the federal program, as I suggested earlier.  Follow the prior instructions to correct it.