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I have a client who turned 591/2 on July 2, 2017. He
I have a client who turned 591/2 on July 2, 2017. He received several 1099's from his pension and 401(k) accounts marked 7 and 2 in box7. For New York are all of these payments exempt up to $20,000 fo… read more
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I have a client that received a w-2 line 1 and line 11 were filled out . Line 11 is non qualified plans is this treated as a W-2. Is the amount reported excluded from income on NYS return subject to $… read more
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My wife and I retired in early 2015, and moved to Michigan
My wife and I retired in early 2015, and moved to Michigan from Maryland. We purchased lifetime annuities from Nationwide Insurance using funds from qualified savings plans. The 1099-R from Nationwide… read more
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I withdrew some money from my 403() after I turned 59 1/2 to
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My friend Jamie was a teacher and has a pension plan. In
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My client is 47 years old her 85 year old mom passed away in
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I have a client that receives a pension that is not from a
I have a client that receives a pension that is not from a fed or state or city govt for about 45000 He also receives a distribution from an IRS for about 29000. On the NY return is he entitled to 2 2… read more
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I have a client that has 2 403(b) annuity 1099's totalling 9,000. She also has an IRA 1099t totalling 40,000. Is the deduction fro annuities and pensions only the 9,000 on the IT-201… read more
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I have recently retired from a 501c3 nonprofit organization.
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I have a client that has a distribution from a 403 b plan
I have a client that has a distribution from a 403 b plan in NYS. Is that distribution taxable on the NYS it 201 tax return… read more
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A NY CITY FIREMAN RECEIVES A TAX-FREE DISABLITY PENSION FROM
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My wife is 62 and retired. She collects social security. She
My wife is 62 and retired. She collects social security. She has also tapped into her IRA, annuity and retirement funds. The amounts vary from $1100, $1650 to about $3500. She also had a part time job… read more
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as we plan retirement we have nys teachers pension, ...
as we plan retirement we have nys teachers pension, his and hers social security, two annuities,one tax deferred. what taxes do i pay?… read more
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if u live in nyc and retire from a public ny state high ...
if u live in nyc and retire from a public ny state high school is there a waiver of the nyc tax when collecting on your pension… read more
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