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westn
New Member

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

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

Accepted Solutions
IreneS
Intuit Alumni

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

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

  1. Click on Federal > Wages & Income.
  2. 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]
  3. 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]
  4. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
  5. You can either import your 1099-R or click on the I'll type it in myself box.
  6. If you select to enter the information yourself, continue through the screens, answering the interview questions.
  7. A few screens after the 1099-R entry screen, you will see a screen, Where is this Distribution From? 
    [Screenshot #3]
  8. Mark the appropriate button and click Continue.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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2 Replies
IreneS
Intuit Alumni

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

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

  1. Click on Federal > Wages & Income.
  2. 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]
  3. 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]
  4. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
  5. You can either import your 1099-R or click on the I'll type it in myself box.
  6. If you select to enter the information yourself, continue through the screens, answering the interview questions.
  7. A few screens after the 1099-R entry screen, you will see a screen, Where is this Distribution From? 
    [Screenshot #3]
  8. Mark the appropriate button and click Continue.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
westn
New Member

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

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