On 2025 Desktop Massachusetts form 1, page 2, section 3, called the pensions and annuities smart worksheet. I had (2) 1099Rs to list in the software for Mass and questions to answer. One was a straightforward yearly pension for my wife that is fully taxable by Mass. The other was a 401-pension rollover to an existing traditional IRA, so nothing is taxable by Mass. Once I completed entering in the software, I looked in Forms in my Mass return and saw the first pension listed with No type, but the correct taxable pension dollar amount was listed on the same line far right. The other distribution a 401 rollover (a non-taxable event), was listed but again, No type, but this time NO dollar amount was listed on the same line far right. Lower on the page I opened the "explain" box and typed in an explanation of the two 1099Rs. It hit me funny that NO dollar amount was listed in the forms section, but again that money distribution for the rollover is not taxable. Am I doing this okay? Maybe everything is fine and I should just leave everything the way it is, and don't add anything else to the drop-down boxes or type in the amount of the rollover, and leave that line blank? Of course, at this time, I don't think the software will allow me to type in an amount of the rollover. The first pension is a type 7 distribution on my 1099R, and the 401 rollover is a type G on the 1099R. I appreciate your help!
