- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
tax exempt error message
My 1099-R information is correctly entered on my Federal Return. On the Massachusetts Return, I can't resolve an error loop that continues to prohibit me from the tax exempt amount (Mass Teachers Retirement Pension) of my Pensions and Annuities. This is the message I get:
"Form 1: Tax-Exempt Pension should not be entered directly on Form 1 for State Electronic Filing. You should enter the information on the Federal Return, Form 1099-R and/or use the Pensions and Annuities Smart Worksheet to make any tax-exempt adjustments"
I have spent hours trying to resolve this to no avail...Help!
March 17, 2025
1:29 PM