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Retirement tax questions
In order for your Federal pension to be treated properly for both your Federal and Kansas returns, please make sure to enter your Form CSA-1099-R completely with state information:
- Login to your TurboTax Account
- Click on the "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- On the "Who gave you a 1099-R?" screen select "Office of Personnel Management (CSA 1099-R) For U.S. Government Civil Service retiree annuity"
- Enter all information from your 1099-R (verify that the state is entered)
When you are finished with your Federal return, start the State. Complete the Kansas state interview and answer all of the questions. You should then see that TurboTax automatically calculated your Kansas pension deduction on the "Pension Deduction Summary" screen.
See this help article for more information.
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February 19, 2023
11:57 AM
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