Both husband and wife receive pensions from the same Virginia Retirement System, both coded 7 in Box 7. Do I have to enter anything in the NY software to get the 20K deduction for each spouse or does it do it automatically? The 20K was in fact subtracted from the husband's 1099R ($35,000) but not the wife's ($5500). Other than social security benefits, it was their only income, I prorated everything for the 9 months they spent in NY in a part-year return. It doesn't matter too much, since the tax appears to be zero, but I want to do it correctly. Thank you for the link, I will read it now.