Kathy75
Returning Member

Retirement tax questions

Thank you.  However that is not working.  I can tell by the refund amount.  Currently, refund amount is $72.  If I remove the Pension amount, State refund goes to $319.  I also receive a message to review my entry which reads, “Form 1: Tax-exempt Pension should not be entered directly on Form 1 for State Electronic Filing.  You should enter the information on the Federal Return , Form 1099-R and/or use the Pensions and Annuities Smart Worksheet to make any tax -exempt adjustments”.  
Any further assistance would be greatly appreciated.

This is followed by a screen shot of were it would be noted on the Massachusetts Form 1.