RogerD1
Employee Tax Expert

State tax filing

Yes, you are OK just leaving things as they are.  The Pensions and Annuities Smart Worksheet is a TurboTax function that does not appear on the Massachusetts form that gets e-filed or mailed to the state.  The critical thing is the correct taxable amounts are showing up on line 4 of your Form 1 which it sounds like is what you are seeing.

 

I was able to get a G to appear under the type when there was a pension amount that was Federally taxable, but tax-exempt to Massachusetts, so I'm not sure why it is not showing a T for a taxable pension, but it does appear to be reporting the correct amount of taxable pension on line 4.

 

As for the rollover, the Pension and Annuities Smart Worksheet is for Federally taxable amounts on 1099-R, so it is not surprising that there is no code for it under type, nor that an amount was not reported in the Pension Amount column.

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