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Retirement tax questions
This confuses me every year. If you're using the "Forms" view to do your taxes, switch to "Step-by-Step", go to the State tab, and navigate your way to the part where they ask about the pension. In that section, you can indicate that the pension is state tax-exempt.
Intuit, it would be great if this could be done via the 1099R interface in Forms.
‎January 29, 2023
9:22 AM