JeffH505050
Returning Member

Massachusetts Schedule CB ("Circuit Breaker" credit for real estate taxes paid)

Massachusetts Schedule CB ("Circuit Breaker") is a credit for a portion of real estate taxes paid by seniors. TT is saying "You don't qualify for this credit because your Massachusetts adjusted gross income exceeds the $92,000 allowed to claim this credit."  When I did the paper schedule by hand, I qualify for the full credit.  My AGI is well below the limit.  Actually for this credit, Massachusetts adds certain income back in, to come up with a modified AGI.   This year I rolled over my 401K to a Traditional IRA.  I'm thinking maybe TT has incorrectly added this back in to that modified AGI, thus declaring that I don't qualify.   Both my Federal return and my state return correctly show that rollover as non-taxable.   Any ideas how to get TT to calculate the credit correctly?  Thanks.