dmertz
Level 15

Get your taxes done using TurboTax

TurboTax does the calculation correctly, using the correct 2023 maximum exclusion amount of $36,200.  Maryland requires that the $36,200 be reduced by the amount of your 2023 Social Security benefits.

 

If you are filing jointly, make sure that your Forms 1099-R and SSA-1099 are assigned to the correct spouse in TurboTax

 

You can view the calculation on the Maryland Pension Exclusion Computation Worksheet.