John Richards" <jrichar3[at]twcny.rr.com> wrote:

- quote -

I'm a resident of NY and receiving some retirement income.
The only exclusion I now about is the $20,000 that kicks in
for distributions received after you turn 59 1/2. (See new
message about my error in reporting this.)

--
Vic Roberts
Replace xxx with vdr in e-mail address.

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2005) - All rights reserved. > << ================================================== ===== >

I was told recently that there is a New York State income
tax exclusion on all retirement plan distributions taken
after age 65. The only exclusion I can find in the 2004 NYS
documentation (Pub. 36) refers to pension and annuity
exclusions after age 59 1/2 and is limited to $20,000 per
person. I can't find anything that refers to an exclusion
of any kind that kicks in at age 65. Anyone have any idea
what this person may have been referring to?

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2005) - All rights reserved. > << ================================================== ===== >