Retirement tax questions

@casey-mercier 

 

 

 
 
 
 
 
Employee Tax Expert
 
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You are correct, retirement income should be excluded on a Mississippi state tax return.

Please try these steps to clear any entries that could be causing your Mississippi retirement income to be included in taxable income:

  1. Remove your State of Mississippi tax return. 
  2. Delete the 1099R in your Federal return. 
  3. Add the 1099R back again. 
  4. The retirement income should be excluded.

Here is how to delete forms:

  • Open or continue your return in TurboTax.
  • In the left menu, select Tax Tools and then Tools.
  • In the pop-up window Tool Center, choose Delete a form.
  • Select Delete next to the form/schedule/worksheet in the list and follow the instructions.