topic I entered the non-taxable NY State pension on 1099R Box 16 State Distribution and it didn't show up as the s\State deduction? in Get your taxes done using TurboTax

I entered the non-taxable NY State pension on 1099R Box 16 State Distribution and it didn't show up as the s\State deduction?

Art77 — Mon, 09 Mar 2026 04:42:31 GMT

How do I get the State deduction for my New York State pension?

Re: I entered the non-taxable NY State pension on 1099R Box 16 State Distribution and it didn't s...

MaryK4 — Mon, 28 Feb 2022 13:31:34 GMT

After you enter your 1099-R in the Federal Taxes Wages and Income section, there will be a follow up question (see below). You cannot get the credit by changing the Box 16 amount.

You can deduct certain federal, New York state, or local government pension distributions from your New York income. Government pensions include those from these sources:

US government, its territories or possessions, or the District of Columbia
Military
New York State, including State and City universities of New York and New York State Education Department (Optional Retirement Program)
Manhattan and Bronx Surface Transit Operating Authority
Long Island Railroad Company
Metropolitan Transit Authority (MTA) Police 20-Year Retirement Program
Local governments within New York

Those over age 59 1/2 can deduct up to $20,000 of certain IRA and other pension benefits on their New York return (if Married Filing Jointly, each spouse may deduct up to $20,000). Beneficiaries who receive pension benefits of deceased persons over age 59 1/2 may also qualify. We'll need to gather additional information when we work on your New York return.

Re: I entered the non-taxable NY State pension on 1099R Box 16 State Distribution and it didn't s...

Art77 — Wed, 02 Mar 2022 16:25:33 GMT

Hi MaryK1101, It didn't answer my concern. My New York State pension is not taxable in New York. The amount of the pension is greater than the $20,000.00 exclusion. How do I report the pension as a Subtraction from my income and exclude it from the Pension and Annuities exclusion calculation?

Re: I entered the non-taxable NY State pension on 1099R Box 16 State Distribution and it didn't s...

LenaH — Wed, 02 Mar 2022 16:50:34 GMT

In the TurboTax software, please make sure that you picked the correct classification in the software if your 1099-R is fully exempt.

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

New York State or local government
the federal government, including Social Security benefits
Certain public authorities

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

Open your return.
Search 1099-R with the magnifying glass tool.
Click Edit next to the 1099-R you want to correct.
Continue past the information entered.
Answer the questions on the next two screens.
Make sure the correct source of your 1099-R is selected.
Click on From a qualified plan on the screen Was this distribution from a qualified plan?
Answer the required minimum distribution question 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 the State on the left hand side.
Click on Edit for New York.
Click Start next to Received Retirement Income on the screen Changes to Federal Income
Click Edit next to your 1099-R.
On the page Pension Deduction Summary, you will see New York deduction for government pensions for the full amount.

@Art77