Level 3

Retirement tax questions

NO. It isn't an early distribution. It's a retirement pension from the state of Mississippi THAT IS NOT TAXABLE.

See: https://www.pers.ms.gov/Content/1099/Understanding_your_IRS_Form_1099R.pdf

"Retirement benefits are not subject to Mississippi State Income Tax"

I've used TT for 8 years and it has done this correctly each year. I'm sorry TurboTax has a bug in it this year.  H&R Block calculated it correctly, and I will use it this year.