Why was my pension income not deducted from my total income this year ?

eyoung1888 — Mon, 23 Feb 2026 13:23:27 GMT

For my state , as a retired state trooper?

Re: Why was my pension income not deducted from my total income this year ?

JamesG1 — Sun, 05 Feb 2023 19:07:17 GMT

What state tax return are you referring to? Please clarify.

Re: Why was my pension income not deducted from my total income this year ?

eyoung1888 — Sun, 05 Feb 2023 23:23:57 GMT

New York state

Re: Why was my pension income not deducted from my total income this year ?

LindaS5247 — Mon, 06 Feb 2023 00:29:07 GMT

To enter your exempt state employee pension, you will first have to enter the necessary information in your Federal Income tax return section, which will flow to your state return.

You may have to update your state return.

You have to indicate when you initially enter your Form 1099-R, that it is a tax-exempt pension in the State of NY. (You may have to indicate it as a Qualified Governmental Retirement Distribution.)

Find your Form 1099-R by typing 1099-R in the search box, and follow the steps below:

Click on Jump to 1099-R
Scroll down to Retirement Plans and Social Security
At IRA,401(k), Pension Plan Withdrawals (1099-R), click Update
Click on Edit then Continue
Answer the next questions until you get to the Where Is This Distribution From? screen
Select the source State Employees and enter the information requested: This will carryforward the information needed to your state tax return to make your pension tax exempt.
Click on Continue
Click on From a Qualified Plan
Continue answering the questions

Now on your state return:

At the Changes to Federal Income page, scroll down to Received retirement income, click Start/Update
At the Retirement Distributions Summary page, click on Edit State
If no additional information is required, click on Continue
Click Done

Click here for information regarding previewing your NYS Return to make sure he entry is correct.

Click here to contact Turbo Tax for assistance.

topic Why was my pension income not deducted from my total income this year ? in Retirement tax questions

Why was my pension income not deducted from my total income this year ?

Re: Why was my pension income not deducted from my total income this year ?

Re: Why was my pension income not deducted from my total income this year ?

Re: Why was my pension income not deducted from my total income this year ?