DaveF1006
Expert Alumni

Retirement tax questions

Here is a better way to exclude your Mississippi retirement income in the 1099R.  You should be able to edit this without deleting the forms but if you as Dukes909 suggested, that's ok too. If you haven't deleted the form, skip steps 1-4.

 

In your federal return:

  1. In the search or find box, type in 1099-R
  2. Click on Jump to 1099-R
  3. Scroll down to Retirement Plans and Social Security
  4. At IRA,401(k), Pension Plan Withdrawals (1099-R), click Start (or Update)
  5. Enter your 1099-R or if you have entered it, click on Edit then Continue
  6. Answer the next questions until you get to the Where Is This Distribution From? screen
  7. Select the source Mississippi Employees and enter the information requested:
  8. Click on Continue
  9. Click on From a Qualified Plan
  10. Continue answering the questions.

[Edited 02-15-2021|05:18 PM PST]

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