So @GeorgeM777 , thanks for the update. I opened TT this morning, and I got an update - I think to software and to forms, seems like it was 2 updates. Anyway, lo and behold before I do anything I check the Maryland return, and the Pension exclusion worksheet is gone, and there is no longer any pension exclusion, and line 10 on the 502 is blank! I ran through the federal section for 1099-Rs again and checked for errors just in case, no errors were reported.
So it sounds like the decision was made that charitable annuities are not the be considered for pension exclusions. This actually makes sense to me, as it is a PENSION exclusion, and there is nothing PENSION-oriented about a charitable donation establishing an annuity, right?
