State tax filing

Once you have determined that your return is indeed exempt, you can follow these steps to make sure it is entered correctly in TurboTax:

1. Select the “Federal Taxes” tab
2. Select the “Income” tab
3. Select “5. IRA and Pension Distributions” Add or Edit button
4. Enter the pension information (payer’s name, gross distribution, etc.)
5. Continue through the interview until you get to the screen titled “Select Your State” and select Massachusetts
6. Continue to the next screen and indicate whether the pension is:
   1. Federal government pension that I contributed to
   2. Military and survivors’ pension
   3. MA state or local govt pension that I contributed to
   4. Certain state court judges’ pension
7. Select the “State Taxes” tab and complete the Massachusetts interview
8. If one of the 4 options were selected in step 6 above, the pension is excluded from Form 1, line 4, and an explanatory statement is attached to your Massachusetts return with the reason for excluding the pension

Review the link below for more detailed information:

Massachusetts Nontaxable Pension

@Greg V1