jwhths
New Member

Get your taxes done using TurboTax

Income from a Defined Benefit plan is not taxed in Alabama.  If I enter it as Miscellaneous income, or as income from Schedule 1 8z, it is not identified as retirement income when it transfers to my state taxes, so there's no way to mark it as not-taxed.    If the 'foreign address' box is checked on the substitute 1099-R,   turbotax should be smart enough to not croak on a blank EIN.