RobertB4444
Expert Alumni

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.  

 

@jdwcaw 

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