AmyC
Expert Alumni

Retirement tax questions

@anthony340 

You will enter your form into the federal just as it is on the form.

Then when you get into the MA preparation, you will be asked if you have tax exempt income from pensions or annuities. 

Answer YES.

You will see your CSA 1099-R  listed.

Click on the drop down box and mark it tax exempt.

You do not need to enter any amount as the program is taking it off for you.

 

Just for your information, the taxable amount is the one on your federal and will be subtracted from your state.

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