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February 10, 2021
Question

Why my husband pension deductions for NY different than mine?

  • February 10, 2021
  • 1 reply
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what determines NY state pension deductions?

1 reply

February 10, 2021

The exclusion calculation can be somewhat complicated, as a number of factors are taken into account.

Please see Line 29 – Pension and annuity income exclusion in the Instructions for Form IT-201, Full-Year Resident Income Tax Return for an explanation.