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nblane46
February 2, 2025
Question

NYS Tax Retirement

  • February 2, 2025
  • 1 reply
  • 0 views

When filing my NYS Tax Turbo Tax transfers my NYS Pension income from the federal return.  Since my Pension is Exempt from NYS Tax how do I delete this income from my state tax form on Turbo Tax?

    1 reply

    SteamTrain
    SteamTrain
    Employee
    February 2, 2025

    In the Federal section....You need to edit the 1099-R, and enter the State distribution amount (Box 2a, if non-zero or not blank,  or the box 1 $$ amount) into box 16.

     

    Then on the follow-up page, you select the NY state Retirment source, that applies to yours.  That should do it....but the box 16 value is the one that gets removed from NY Income.

     

    The follow-up page should look something like this

    (from a prior year and might have changed some)

    _____________________

     

     

     

     

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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