Be sure to answer all the questions. Double check, safety officer, which state
There are many including, Where is this Distribution From,
click on NY State and Local (the second box)
Continue
Select From a Qualified Plan
What did you do, cashed it
Periodic Payments
Select Yes
keep going
In the state:
Select the State Taxes tab
As you navigate through the screens, you will see a screen that says Changes to Federal Income.
Scroll down to Wage and Retirement Adjustments
The first entry below that will say Received Retirement income.
Start/ Edit
Retirement Distributions Summary, Done
On the screen titled Governmental Pension Exclusion enter the taxable amount to exclude from the NY return. Here is where you would enter the full amount of your retirement distribution.
Continue
The next screen will show you the Pension Deduction Summary
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