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n5mj
New Member

New Mexico excludes SS from tax if under %150,000 MFJ. This isn't in TurboTax. Where is it?

Ref: 2024 NM PIT-ADJ item #25.
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2 Replies

New Mexico excludes SS from tax if under %150,000 MFJ. This isn't in TurboTax. Where is it?

Should probably keep this in one conversation:

 

https://ttlc.intuit.com/community/state-taxes/discussion/2024-nm-state-return-social-security-exempt...

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
KeshaH
Expert Alumni

New Mexico excludes SS from tax if under %150,000 MFJ. This isn't in TurboTax. Where is it?

If you'd like, we can look at your return and see exactly what you see to  help come to a resolution. The return will be scrubbed and won't include any of your personal details.

 

If you're using TurboTax Online:

Once you're logged in to your account,

- on the left hand panel, click on Tax Tools and then choose Tools

- on the pop up window, select Share my file with Agent

- you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.

- click okay and you'll get another message with a token

 

If you're using TurboTax Desktop:

  • Click on Online in the top menu of TurboTax Desktop for Windows
  • Select 'Send Tax File to Agent'
  • Write down or send an image of your token number and state then place in this issue.
  • We can then review your exact scenario for a solution

 

Please reply to this message with your token so that we can further assist you. Let us know all other states, if any, that are included on the return.

 

@n5mj 

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