pbthepest
New Member

Get your taxes done using TurboTax

I am using Turbo Delux. I entered a 1035 transfer using the information on the 1099-R for Federal Taxes. Review showed no errors. The Massachusetts State Tax ,Form 1  under pensions and annuities smart worksheet "Check this entry".  "Form 1: Tax-Exempt Pension should not be entered directly on Form 1 for state electronic filing."