KarenJ2
Expert Alumni

Retirement tax questions

You can print and mail the Illinois state return and see if you can e-file the federal return.  When you are doing the review, you need to ignore the review issue regarding the state Payer's ID.

 

I know Illinois exempts nearly all retirement income however only for qualified plans.If he is receiving retirement income only from India, it would not be a qualified plan.

 

The other option is to enter the income as other miscellaneous income:

  1. Open your return in TurboTax 

  2. Click on Wages & Income 

  3. Scroll down to All Income 

  4. Scroll down to Less Common Income 

  5. Scroll down to Miscellaneous Income, 1099-A, 1099-C 

  6. Click start 

  7. Scroll down to Other reportable income 

  8. Answer yes 

  9. Enter retirement income description and amount 

Hope this works for you.

 

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