I do not owe a New York State tax being a retired teacher for NY

allan-sue · ‎June 6, 2019

DanielV01 · ‎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:

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

View solution in original post

DanielV01 · ‎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:

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

Expert does your taxes

Do it yourself

Resources

Support

I do not owe a New York State tax being a retired teacher for NY