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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.
April 29, 2021
4:11 AM