How do I claim exemption from NY state tax for this item?

westn — Thu, 06 Jun 2019 15:40:09 GMT

TIAA is exempt from NY State taxes. How do I claim it on the form?

To enter the exemption from NY state tax for your retirem...

IreneS — Thu, 06 Jun 2019 15:40:11 GMT

To enter the exemption from NY state tax for your retirement distribution please follow these steps:

Click on Federal > Wages & Income.
Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). [Screenshot #1]
If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries. Click on the link Add Another 1099-R. [Screenshot #2]
If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
You can either import your 1099-R or click on the I'll type it in myself box.
If you select to enter the information yourself, continue through the screens, answering the interview questions.
A few screens after the 1099-R entry screen, you will see a screen, Where is this Distribution From?
[Screenshot #3]
Mark the appropriate button and click Continue.

westn — Thu, 06 Jun 2019 15:40:13 GMT

For a more specific answer, select from the Sources, Choice 2 on the list.