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- New York State Pension Exclusion - 1099-R is partially private - where to enter?
New York State Pension Exclusion - 1099-R is partially private - where to enter?
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bertrandfamily5
Level 1
03-31-2023
09:48 AM
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NYS employee has 1099-R - most of it (about 98%) is public and eligible for the NYS unlimited pension exclusion but about 2% is from private sources and must be allocated to the $20,000 pension exclusion. Where can I enter this information on the 1099-R screen? I only see options to complete include or completed exclude from NYS pension exclusion.
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