NYC Employee Retirement System pension is not reflected as tax exempt on the NYS/NYC return.

[ro96]

Thank you Dave!!

[Wifey365]

I wish that TurboTax would include the New York City Employees Retirement System in their list of qualifying NYS tax-exempt Pension plans!  It isn't listed anywhere and it should be!  Every year I go through the same thing of having to figure out which box to check!  Infuriating!

[bhw961]

Thank you for this detailed instruction. Unfortunately, it did not work for me. I have the same issue as everyone else in this thread and the TurboTax software product I am using needs to be fixed. There is no category for the NYS and Local (Police and Fire) (Employees) Retirement System. The fixes don't work and I have spent hours trying to track this down. 

Help!!!

Brian

[FangxiaL]

To make it exempt from NYS taxation, when you enter your 1099-R form, let TurboTax know that it is a retirement distribution from NYS or NYC education or other pensions of NYS or local governments. Here is a screenshot when you enter your 1099-R:

@bhw961

[bhw961]

Thank you for weighing in. You are correct - I did that and things came together nicely. My problem was that the "examples" given for the "Other pensions of NYS..." didn't match what I was used to seeing in this section. 

Thanks again.

Brian