1. Don Priebe - November 20081 New York and the 1099-R Everyone knows that... If its on a 1099-R NY doesnt tax it So where do I put it on the IT-201?

2. Don Priebe - November 20082 Retirement income exclusions Social Security is excluded on line 27 Federal, NYS, and local government pensions are excluded on line 26 Railroad pensions are excluded on line 31 (code S-2) Other employee retirement income is excluded on line 29

3. Don Priebe - November 20083 IT-201 Subtraction section

4. Don Priebe - November 20084 A short quiz... Here are some typical 1099-Rs Taxpayer is 65+ years old Taxpayer can answer your questions if you need additional information Questions What kind of income is this? Where on the IT-201 is this income excluded? If this is the only 1099-R, how much does NY end up taxing?

5. Don Priebe - November 20085 Example one

6. Don Priebe - November 20086 Bonus question – what other form is required if this return is not electronically filed?

7. Don Priebe - November 20087 Example two

8. Don Priebe - November 20088 Example three

9. Don Priebe - November 20089 Example four

10. Don Priebe - November 200810 Example five

11. Don Priebe - November 200811 TaxWise Exclusion on 1099-R Box 1 – Private Pensions Box 2 – Public Pensions Railroad