Line 29: Pension and annuity income exclusion

Did you enter an amount on line 9 or 10 that was not from a New York State or local government pension plan or federal government pension plan?

If No , go to line 30.

If Yes , and you were 59½ before January 1, 2023, enter the qualifying pension and annuity income included in your 2023 federal adjusted gross income, but not more than $20,000. If you became 59½ during 2023, enter only the amount you received after you became 59½, but not more than $20,000. If you received pension and annuity income and are married, or received pension and annuity income as a beneficiary, see Married taxpayers or Beneficiaries .

$20,000 limit : You may not take a pension and annuity income exclusion that exceeds $20,000, regardless of the source of the income.