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K
k-mcdonald627-gm
Level 2
February 14, 2026
Question

Form 1099-R, code 8

  • February 14, 2026
  • 1 reply
  • 5 views

All,

I have a client that received a 1099-R with box 7 (distribution code) code 8. The system automatically treats this as apart of wages and not a regular 1099-R. The issue is the client should be exempt from the NYS taxes but there is no where for me to enter that to ensure it doesn't flow to his state taxes. 

Have anyone encountered this before and if so, how did you correct it?

1 reply

George4Tacks
George4Tacks
Level 15
February 14, 2026

Why would they be exempt of state tax? Did the code 8 distribution not come from deduction contribution they prior year on the state return?

Answers are easy. Questions are hard!
K
k-mcdonald627-gmAuthor
Level 2
February 14, 2026

@George4Tacks this was from an accumulation of excess deferrals to his pension. He was once a city police officer then became a state trooper. I hope that helps.

George4Tacks
George4Tacks
Level 15
February 14, 2026

Does NYS exempt public safety officer pension? I don't do NYS. If you feel it should not be taxable, you could do a manual adjustment to state income.

Answers are easy. Questions are hard!
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