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New Member
posted Apr 30, 2022 7:27:46 PM

1099R exemption for retired public safety officers

I received a letter from State of Louisiana regarding my pension.  They are questioning a claimed credit or exemption.  Is there a cover letter that I can send and what other documents should I send?  They are asking for a copy of 1099R.  I think the problem is the $3000 credit they give for insurance.  This happened on Federal before which everything was correct.  The PSO was overlooked on tax form.

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2 Replies
Level 15
May 1, 2022 5:53:17 AM

Respond to the notice as requested with the information they asked for ... pen a note explaining what you think  happened  ... be polite and  state your position clearly and succinctly with supporting documents attached. 

 

 

New Member
May 3, 2022 7:15:27 PM

Thanks for your help.  I used a past letter Turbo Tax helped me with regarding this but with the Federal not State.