Forms

benjyF16 — Mon, 17 May 2021 15:44:21 GMT

HELP getting started. I an NYC retiree and use 1099R. How do I access it to enter info?

Re: Forms

LenaH — Mon, 17 May 2021 18:10:17 GMT

If you are a NYC retiree, I will assume your pension is tax exempt.

Your pension income is not taxable in New York State when it is paid by:

Please follow these steps and make sure all the required fields are completed:

Open your return.
Click on Personal Income, under the Personal tab.
Click Edit next to the 1099-R you want to correct.
Enter the information as shown on your 1099-R.
Answer the questions on the next two screens.
Make sure the correct source of your 1099-R is selected. In addition, keep the NYS distribution amount as the full pension distribution. It will be shown as deducted fully on a later screen.
Click on From a qualified plan on the screen Was this distribution from a qualified plan?
Answer the required minimum distribution questions on the next screen.
Finish answering the questions about your 1099-R.
Once you are back to your federal 1099-R summary screen, click on State Taxes tab above.
Click on Edit for New York.
The next screen should be your pension summary screen and will show your pension fully deducted.