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J
joelneimeth
Level 1
March 20, 2020
Question

NYS ADJUSTMENT FOR STATE PENSIONS NOT BEING DEDUCTED ON THE NYS RETURN

  • March 20, 2020
  • 3 replies
  • 0 views

CLIENT HAS SEVERAL DISTRIBUTIONS FROM NYS RETIREMENT, BUT THE PROGRAM DOES NOT DEDUCT FROM TAXABLE INCOME.  ON 1099-R INPUT I INDICAT

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3 replies

L
larryzfp
Level 4
March 20, 2020

Go to line 26 NYS Return IT-201. Click it it will bring up the info from the 1099. Check Qualifies for government exclusion. 

    KennyGee
    KennyGee
    Level 3
    February 18, 2023

    My client had 4 1099-R's all from NYS Police Dept, why is it only 1 1099 comes up in the NY exclusion amount?

    Th

    Thank you

    Camp1040
    Camp1040
    Level 10
    March 20, 2020

    Check for a code on the NY 1099-R form to be entered in box 13 I think. What is the box 7 code stating?

    D
    Dependable
    Level 5
    March 20, 2020

    The NYS code is G in Pro Series Professional.  Put in NY for state and G in code box.

    KennyGee
    KennyGee
    Level 3
    February 18, 2023

    I am using BASIC but will try the code G

    Thank you

    KennyGee
    KennyGee
    Level 3
    February 18, 2023

    Code G worked!!! 

    Thank you!

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