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@JudyJudy0214 

 

A 1099-R form?

If So

You can't enter "exempt" in either box 14 ,15 or 16.......that is a notice to you that the $$ could be exempt from state taxes in your own state.....if you still live in the state where the pension was earned.

 

 Getting it to be exempt from your state taxes is dealt with in the pages that follow the main 1099-R form  (or, for PA residents, when you start the PA state Q&A session);

 

The format of the questions presented depends on what state you are filing.

For example...For a NY resident:

1099R_NewYork_2021.png

 

 

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Or for Louisiana resident  (older picture):

 

1099R_Louisiana.png

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