How do I include an IRA distribution in the New York State Subtractions section?

MAW
MAW Member Posts: 3 Newcomer
in Retirement Income

I took a Required Minimum Distribution from an IRA of $910 in 2025. Since it is below the $20,000 threshold, it is not taxable on my NYS Form IT-201 and should be included in the "New York State Subtractions" section. But, when filling out the info on FreeTaxUSA for my state form, I can not find where I put in that amount in the "questionaire" section so that it will be deducted in the "New York State Subtractions" section (lines 25-33) on the IT-201. Can someone help me with this?

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Answers

  • Henry
    Henry FreeTaxUSA Agent Posts: 134 image
    Hi MAW, first you'll want to make sure the 1099-R information for the required minimum distribution has been entered in the software. To do that, select Income > Common Income > Retirement Income (1099-R). When you're done and have saved that information, you can select State (New York) > Pension and Annuity Exclusion. You'll be asked there if you have any pension income or other retirement income distributions that qualify for the exclusion.

    If you're still having trouble after going through these steps, please reach out to our Customer Support team for assistance by clicking on the 'Support' link in your account.

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