AmyC
Expert Alumni

Retirement tax questions

To enter a tax exempt Mass pension, it begins in the federal and continues in the state.

On the  Federal Income Tax  portion:

  1. Return to your federal income section
  2. Scroll down to Retirement Plans and Social Security
  3. At IRA,401(k), Pension Plan Withdrawals (1099-R), click Start (or Update)
  4. Enter your 1099-R or if you have entered it, click on Edit then Continue
  5. Answer the next questions until you get to the Where Is This Distribution From? screen
  6. Select the source State Employees and enter the information requested:
  7. Click on Continue
  8. Click on From a Qualified Plan
  9. Continue answering the questions

On the State return portion: 

  1. At the Changes to Federal Income page, scroll down to Received retirement income, click Start (or Update)
  2. At the Retirement Distributions Summary page, click on Edit State
  3. If no additional information is required, click on Continue
  4. Click on Done

Here is a link to the MA state website, which discusses the taxability of MA pensions.

 

@hbquincy 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"