AmyC
Expert Alumni

Retirement tax questions

A code 7 is a regular pension distribution, you don't want to change it. You can keep the code 2  and efile your return with these steps. Tell the state it meets the service requirements:

  1. Move to MS return:   
  2. Proceed to the screen with the title Enter Any Other Income or Losses.
  3. Enter Service requirement pension adjustment and the amount of the distribution as a negative number."
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