quinined
New Member

I rolled over a 401k to a trad IRA. My 1099-R says taxable amount 0. Box 2b total dist. is checked. My MA state tax won't let me file. Asks for tax exempt pension amt?

I rolled over a 401k to a traditional IRA. My 1099-R says taxable amount 0. Box 2b total distribution is checked. My MA state tax won't let me e-file. Asks for me to enter a tax exempt pension amount?

I have tried entering the full gross distribution into the box but it won't let me e-file.  I have also entered in 0 and that will not work either.  Turbo tax only asks if my 401k was rolled to a Roth IRA.  When I select no (which is accurate), it won't let me e-file.  Does anyone have advice about what I should be putting in the "Tax-Exempt Pension" line to allow an e-file?  Thank you!