NYC Decedent Pension Distribution

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  • anu31402
    Senior Member
    • Aug 2006
    • 101

    #1

    NYC Decedent Pension Distribution

    One of my clients is a retired New York State employee. She received a total pension distribution of her deceased son who was an employee of New York City (about $100k) until his death. I Excluded the total amount from the beneficiary's NYS tax return. Am I correct?

    Thanks for your response.
  • BOB W
    Senior Member
    • Jun 2005
    • 4061

    #2
    Originally posted by anu31402
    One of my clients is a retired New York State employee. She received a total pension distribution of her deceased son who was an employee of New York City (about $100k) until his death. I Excluded the total amount from the beneficiary's NYS tax return. Am I correct?

    Thanks for your response.
    I believe you are correct. Bennies get to treat distributions just as the deceased would of been treated (or not in this case). NYS may send a notice in a year or two but all should be OK.
    Last edited by BOB W; 11-04-2010, 05:28 PM.
    This post is for discussion purposes only and should be verified with other sources before actual use.

    Many times I post additional info on the post, Click on "message board" for updated content.

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    • anu31402
      Senior Member
      • Aug 2006
      • 101

      #3
      Thanks Bob

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