DaveF1006
Expert Alumni

Retirement tax questions

I have just tested this in my Turbo Tax Deluxe Desktop program.  I entered a 1099-R for retirement income. While it is true the same questions did not appear as I listed earlier, the income from the1099-R never appeared as taxable income in my Mississippi return.  In fact, it appeared as federal income in the federal 1040 BUT NOT in the Mississippi form 80-105. it seemed like the program automatically detected it was retirement income and not include it.

 

Here is what I want you to do. 

  1. Go to the forms mode in your Turbo Tax Deluxe
  2. Look at the federal 1040 line 11
  3. Now look at line 13 of your Mississippi 80-105 return.
  4. Are the amounts the same or do they differ by the amount of your pension?
  5. If the amounts are the same, you may need to delete your 1099-R and the Mississippi state return just to refresh the program.
  6. Also, you may need to update your Turbo Tax software. Hopefully you have a recent product as some of the CD's sold in the retail stores aren't that reliable.  I don't know if that is your specific issue but a suggestion never-the-less.

 

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