Question
How do I input NYS pension exclusion for inherited IRA with multiple beneficiaries?
NYS - My client is a 20 percent beneficiary of an inherited IRA and therefore limited to a NYS pension exclusion of $4,000 (out of the $20,000). How do I apply the limitation to the pension exclusion? I tried going to the pension and annuity worksheet and putting the 20 percent, but it doesn't work. Thank you.
