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

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Level 1

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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Level 2

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

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Level 7

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?

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Level 4

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

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