Non qualified plan distribution - NYS

Forum|Forum|1 year ago
February 27, 2025
5 replies
13 views

There was a post last year about an error in Turbo Tax whereby it doesn't include non-qualified pension plan distributions (reported on line 11 of W-2) in the NYS pension and annuity exclusion (line 29 of Form IT-201). The solution was to manually override, which then means that the e-file option is not available and a paper form must be filed. Is there any update on this since last year? I am working on my taxes and the same issue still seems to exist.

BillM223

Level 15

Could you post the link (URL) to that Community thread? Thanks.

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MikeN1Author

Level 2

https://ttlc.intuit.com/community/taxes/discussion/non-qualified-pension-annuity/00/3166897

BillM223

Level 15

Thank you. May I assume that your box 11 entry is less than or equal to your box 1 and box 16 entries on your W-2? Also, in the questions after the W-2 was entered, you confirmed that this was a distribution and not a contribution (just double checking).

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