Traveltrish
Returning Member
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Thank you so much!!! This works perfectly.
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When I re-entered Turbo Tax I found that it is now correctly not giving me the $20,000 pension exclusion on NYS. Yay! But it is incorrectly generating an IRS Fo...
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This was reported on a 1099-r. I entered a “d” for box 7. It still gives the NYS pension exclusion.
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I have the same situation but do not get the screen mentioned in the answer. It appears that the only way the $20,000 pension exclusion is not triggered is if I...
Activity Feed for Traveltrish
- Posted Re: New York State Non-qualified annuity income on State tax filing. February 18, 2023 8:28 AM
- Posted Re: New York State Non-qualified annuity income on State tax filing. February 17, 2023 7:28 AM
- Posted Re: New York State Non-qualified annuity income on State tax filing. February 17, 2023 5:31 AM
- Posted New York State Non-qualified annuity income on State tax filing. February 14, 2023 8:31 AM
- Posted Re: NYS IT201 non-qualified annuity got included in Pension and annuity income exclusion calculation on State tax filing. February 13, 2023 8:46 AM