Retirement tax questions

ErnieS0 · ‎February 5, 2023

I see you are using TurboTax Online. Your original post said you were using TurboTax Basic CD/Download, so your screens will be different.

You are on the correct screen. You will not see a Louisiana distribution amount and withholding in TurboTax Online.

Do not fill any information on the Louisiana screen “Any Other Income Exclusions?” Leave that blank. It should say “We’ve already taken care of your exempt federal retirement income.”

Enter your retirement date on the next screen.

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