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LindaS5247
Expert Alumni

incorrect NYS pension exclusion

When you initially entered the Form 1099-R in the Income Section (Federal Return), after you enter the 1099-R, you need to select the right category as to where the 1099-R was issued from, to get it to flow to your NYS return properly and be tax-exempt.  This will be one of the subsequent questions that come up right after you enter your Form 1099-R.

 

When you select this (see below), it will flow properly to your NYS return as nontaxable.

 

 

 

Go back to your Form 1099-R in your Income section. Try to edit it.  You may have to delete and reenter the Form 1099-R to get this question to pop back up.  

 

 

Click here for information on deleting your Form 1099-R in TurboTax

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IM10
Returning Member

incorrect NYS pension exclusion

Three years later it still does not work correctly. I have to enter MTA pension as other state and local pension though it is not listed in the publication or as a federal government pension. If I correctly post pension as a state employee with 457 deferred compensation plan, the NY state taxes it.  

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