@BillM223:
If what you say is true, explain this scenario that happened to me:
1) I use TT2019 to file my 2019 MS taxes in 2020 and had a liability of $0, which is correct.
2) I purchase and start using TT2020 in early 2021.
3) I realize I should have taken the sales tax deduction on my 2019 taxes.
4) Using TT2020, I file an amended Federal return (only, since I owe no MS taxes).
5) The amended return produced by TT2020 for 2019 now shows I owe over $2700 to MS!
Regardless anything you've posted, clearly TT2020 is calculating things differently. I made *zero* changes to my 2019 taxes other than taking the Sales Tax deduction, and yet magically TT2020 now says I owe money. On top of that, like the others, my TT2020 filing for 2020 is incorrectly plugging in both my federal pension (tax free in MS) *and* my Code-2 IRA distribution (tax free in MS).
Your suggestion to just use Code-7 isn't a fix; it's a workaround. For whatever reason, Intuit has changed how TT handles Code-2 at the State level, at least for MS. Whether that's an unintentional change (i.e. programming bug) or intentional (i.e. lawyers), there has indeed been a change in the program. If you say otherwise, I would like to know how my 2019 taxes when from $0 to $2700 with my taking an additional deduction!
If I must incorrectly use Code-7 or enter an "Adjust to Pension" item for a workaround to get my MS taxes appearing correctly, I guess that's what I'll have to do. This is a really lame way of resolving an issue that's never previously been an issue I've been using TT since the early 1990s, but if this is the "answer" Intuit has, perhaps it's time I do my own "workaround" and start using a competing software application.
Finally, your statement of "Currently, TurboTax has no way of determining that the taxpayer has met the retirement plan's requirement" is laughable. How did TT manage to determine it from 2015-2019 for my taxes? How was TT able to determine it when I filed my 2019 taxes using TT2019 but it couldn't determine it using TT2020 to amend? Apparently Intuit is also no longer able to determine my pension as a federal retiree is tax-exempt in Mississippi, given it's part of the income TT2020 is showing for my state return.
Something is screwed up in TT2020. It would be nice to have curiosity about and investigation into it from Intuit instead of poor--perhaps even fraudulent--workarounds on one's tax forms.
