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State tax filing
Sorry! You hadn't mentioned that you had already received the exclusion. I should have figured.
I think probably the system isn't set up to do this in the year that you turn 59 and a half. I'll submit a ticket for it.
In the meantime, since her entire pension income falls into this exclusion, I would change her birth year to get it into the system for this year and then change it back next year.
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‎April 30, 2025
11:35 AM