topic I retired in June 2017, so part of my income is salary, and part is from my pension. I don't see that option here. in Retirement tax questions

I retired in June 2017, so part of my income is salary, and part is from my pension. I don't see that option here.

eharvey — Thu, 06 Jun 2019 15:47:42 GMT

Normally the salary would be on a W-2 and the pension wou...

Opus 17 — Thu, 06 Jun 2019 15:47:45 GMT

Normally the salary would be on a W-2 and the pension would be reported on a 1099-R. Did they do something different?

My pension comes from the New York state teacher retireme...

eharvey — Thu, 06 Jun 2019 15:47:47 GMT

My pension comes from the New York state teacher retirement system. Do I enter the income on the 1099-R page? It is not coming from a bank or brokerage.

If you didn't get a 1099-R, they should be putting it in...

Opus 17 — Thu, 06 Jun 2019 15:47:48 GMT

If you didn't get a 1099-R, they should be putting it in the mail by tomorrow. Pensions and other qualified retirement plans should all issue 1099-R forms even if they are traditional pensions instead of IRAs. When you get the 1099-R, enter the income as indicated.

You should receive a 1099-R from the NY State Teacher Ret...

IreneS — Thu, 06 Jun 2019 15:47:51 GMT

You should receive a 1099-R from the NY State Teacher Retirement System.

To enter it in TurboTax, 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). [See Screenshot #1, below.]
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. [Screenshot #3]
If you select to enter the information yourself, continue through the screens, answering the interview questions.
After entering the 1099R, you will come to a screen, Where Is This Distribution From? mark the radio button next to New York State and City Education and click Continue. [Screenshot #4] This will ensure that the distribution is treated properly on the NY return.

@TurboTaxIrene is that question about NY teacher retireme...

Opus 17 — Thu, 06 Jun 2019 15:47:52 GMT

@TurboTaxIrene is that question about NY teacher retirement part of the federal interview or the NY state interview?