BillM223
Expert Alumni

Retirement tax questions

Since Social Security is entered on a unique form on the federal return, states that do not tax Social Security don't need to be told what it is - the SS is automatically removed from state income.

 

As for your state pension, after you enter the 1099-R on the federal return, there will be a screen that ask "Where is your distribution from?" Check off that this is a "Government, military or other qualified pension where employees don’t contribute".

 

This is the only way that TurboTax can know how to handle your state pension.

 

@Rsk21

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