Yes, you are correct. In fact, I tested this in my Turbo Tax program and it worked perfectly. It may be an erroneous entry when entered your information into Turbo Tax. I would do all three of these steps to ensure your retirement income is excluded in Mississippi.
- Delete the State of Mississippi in your tax return.
- Delete the 1099R in your return and then add it back.
- If the income is still not excluded, contact Tech Support at 1-800-446-8848.for further assistance as they can view your screen to pinpoint any issues you are experiencing.
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