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State tax filing
You do not change anything that is listed on your 1099R. You enter it exactly as it appears. The software will calculate your federal and/or state tax refund or tax due based on the tax laws of your state. Some states tax retirement income and some do not. Enter your 1099R in the federal software and the information will flow to the state return that you are preparing.
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
March 29, 2025
5:15 PM