DanaB27
Expert Alumni

Retirement tax questions

Retirees 65+ may exclude $24,000 for Social Security and qualified retirement income. Please follow these steps to enter your retirement exclusion:

 

  1. Select State on the left
  2. Continue through the questions until the "Pension and Annuity Income" screen and enter your retirement exclusion under "Qualifying Pension and Annuity Income"

 

 

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