Let's try option #2
Reporting your pension as "Other" income (which will show on Schedule 1) in TurboTax is an available method, though it might complicate claiming a pension income exclusion on your state return.
Here's how to do it:
- Log into TurboTax - must be logged in for link in step 2 to work
- Click on Miscellaneous Income:
- Scroll down and select Other Reportable Income and enter your pension details.
Potential Issues
State Pension Exclusion: Reporting as "Other" income might make it difficult to claim a pension income exclusion on your state return. Each state has different rules, so you may need to manually adjust your state return.
See the original post here.
