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Retirement tax questions
My 1099-R information is correctly entered on my Federal Return. On the Massachusetts Return, I can't resolve an error loop that continues to make my pension exempt. It is not exempt from Mass taxes. On the Mass form, there is a $20,000 deduction taken from schedule Y, line 19 - for the reciprocity with NYS. I have tried for several hours, and spoken to two turbo reps, and haven't been given a solution. I filed last year with turbo and it worked fine. After I make the correction, I go through the review cycle, and it gives me an error to fix - it seems to place my whole pension amount in an exempt status, and I can't correct this. Help!
‎April 14, 2022
8:46 PM