DaveF1006
Employee Tax Expert

Retirement tax questions

First of all, don't enter any information in the State section of the 1099R if nothing is  listed. If they are blank, leave blank. To exclude it as taxable income, you will need to do this in the state portion of your return.

  1. Log into Turbo Tax
  2. If online, select state in the left pane of your return, and begin working on your Louisiana state return. if using the software, just select the state tab and begin working in your LA return.
  3. As you scroll through the screens, the program will ask if there are any other income exclusions. Here you will select the drop-down and make a selection and then the full taxable amount of the 1099R. Here is a screenshot what that screen looks like.
  4. Note, read the selections in the drop-down carefully to determine which retirment income you are excluding are most applicable to you.

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