how to list an IRA

papa281 · ‎February 04, 2026

If an IRA is included in the New York State $20,000 exclusion rule, how would you list them under account type, since it does not list an IRA in the section

MaryK4

On the Where is your distribution from? entry following your 1099-R entry, you will select None of the above.

IRA is not listed because it is looking for 100% exempt government pensions. You can deduct certain federal, New York state, or local government pension distributions from your New York income.

Those over age 59 1/2 can deduct up to $20,000 of certain IRA and other pension benefits on their New York return (if Married Filing Jointly, each spouse may deduct up to $20,000). You will be asked for this information in the New York state section of TurboTax.

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