topic My 1099R has the full distribution in box 16 (State dist.) but over half is NY Optional Retirement Prog, and not NY taxable. Where do I deduct that from my NY income? in Retirement tax questions

My 1099R has the full distribution in box 16 (State dist.) but over half is NY Optional Retirement Prog, and not NY taxable. Where do I deduct that from my NY income?

lander — Wed, 04 Feb 2026 00:25:53 GMT

Re: My 1099R has the full distribution in box 16 (State dist.) but over half is NY Optional Retir...

DavidD66 — Wed, 04 Feb 2026 05:44:03 GMT

You will make an adjustment in the State tax section to deduct the non-taxable portion from federal taxable amount. In the New York state tax section there is a screen titled Changes to Federal Income. You will make the adjustment under "Wages and retirement adjustments" >> "Received retirement income".

Re: My 1099R has the full distribution in box 16 (State dist.) but over half is NY Optional Retir...

lander — Fri, 06 Feb 2026 03:29:59 GMT

Thank you for taking the time to answer my question. I wish to add that with online Turbo Tax, I had to go back to the FEDERAL part of the 403b reporting and select the option:
Retirement distributions from:
New York State and City Education (optional retirement program)
IRA rolled over from a former government pension

Without that I could not adjust the income in the NY tax section.
Thanks again,
Les