where do I enter info from my 1099R? I am retired and do not have W-2 or 1099.

[25ladyjasper]

I am in NY

[DoninGA]

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Online editions -

On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How would you like to upload your 1099-R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

[AmyC]

If you don't have a 1099-R, you can't enter it. NY has a subtraction for pensions and the NY software is looking to see if you qualify based on your age. If you did enter a 1099-R in the federal:

1. Once you are inside the New York state interview, you need to look for the Adjustments or Income section to ensure your 1099-R is handled correctly.
2. The "Changes to Federal Income" screen: You will eventually reach a screen titled "Changes to Federal Income" or "Adjustments to Income."
3. Received Retirement Income: Look for a line that says Pension and Annuity Exclusion or Received retirement income. 
4. Click Start.