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- How do I apply percentage limitation to NYS pension exclusion for inherited IRA with multiple beneficiaries?
How do I apply percentage limitation to NYS pension exclusion for inherited IRA with multiple beneficiaries?
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Julie0031
Level 1
yesterday
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NYS - My client is a 20 percent beneficiary an inherited IRA. How do apply the 20 percent limitation to the $20,000 pension exclusion? I added the percentage on the pension / annuity worksheet, and it did not work. Thank you.
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sjrcpa
Level 15
yesterday
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Only ask once please.
The more I know, the more I don't know.
