About lcampson

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Re: Pension money from work, 1099-R for disability or retirement, is...

Thank you. We are both well over 59 1/2, will it automatically be excluded? Or is there something I need to check off?

lcampson

1

Updated Feb 23, 2026
Re: Pension money from work, 1099-R for disability or retirement, is...

Thank you, that's what I thought it would be, but how would I know if it's eligible for the $20,000 NY pension exclusion?

lcampson

3

Updated Feb 23, 2026

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Date Registered	‎February 21, 2026 8:21 AM
Date Last Visited	a month ago
Total Messages Posted	3

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