BillM223
Expert Alumni

Retirement tax questions

If you are a Massachusetts resident, when you enter the CSA-1099-R, in the screens after the CSA-1099-R entry, there will be a screen with the title, "Massachusetts Special Handling of this 1099-R".

 

On this screen, you will be able to check that this pension is from the OPM as a "Qualified government retirement distribution".

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"