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June 6, 2019
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I do not owe a New York State tax being a retired teacher for NY

  • June 6, 2019
  • 1 reply
  • 16 views
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Best answer by DanielV01

You are correct.  You will need to double-check your entries on your 1099-R in the Federal Taxes section of TurboTax.  Once you have entered in your information, TurboTax will ask you additional questions.  First, it will ask what state you received the pension, which you will select New York.  Then it will ask the type of retirement.  You will select that it was education-based, and the amount of the pension that you are excluding.  Please see this screenshot to assist you:  

1 reply

DanielV01
DanielV01Answer
Alumni - Intuit
June 6, 2019

You are correct.  You will need to double-check your entries on your 1099-R in the Federal Taxes section of TurboTax.  Once you have entered in your information, TurboTax will ask you additional questions.  First, it will ask what state you received the pension, which you will select New York.  Then it will ask the type of retirement.  You will select that it was education-based, and the amount of the pension that you are excluding.  Please see this screenshot to assist you:  

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