MarilynG1
Expert Alumni

Retirement tax questions

@bryontro You could go back to your Federal 1099-R entry, and Delete/Re-Enter it.  With some states, you may get a follow-up screen asking about your State Exclusion.

 

The screen may not come up if you only choose to Edit. 

 

In other states, the State Exclusion question will come up in the State Interview. 

 

Click this link for more info on State Exclusions

 

This link gives detailed explanations of Louisiana Retirement Income Exclusions

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