BillM223
Expert Alumni

Retirement tax questions

First, are you doing this with our Online product or the CD/download product on your desktop/laptop?

 

You cannot do overrides in the Online product at all. On the CD/download product, you can go into Forms mode (upper right) to see the forms.

 

"is there any way to manually update the State Form 1? or delete the 1o99 R from the State all return? "

 

So the answer to the first question depends on the product you are using: Online, no; CD/download, yes.

 

However, doing an override on your Form 1 in MA, is what's stopping you from filing in the first place. And while you might be able to delete the 1099-R from the state return, I would not recommend it, because I can't be sure what it would do (we would always go back to the federal return and do it there - which you don't want to do here because that would change your federal return).

 

"As I have already filed my Federal return, I am not comfortable deleting components of it just to see if it flushed out the State.  "

 

I am asking you to delete and re-add the 1099-Rs. The result should be the same on the federal return as the original. And this gives you a chance to clear whatever that override is on Form 1.

 

If you don't want to do that, you can print and mail your return.

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