Retirement tax questions

JamesG1 · ‎March 7, 2023

Massachusetts gross income does not include pension income received from the US government or the commonwealth of Massachusetts.

However, pension income should be input on the Federal 1040 income tax return. Then the income flows to the Massachusetts state income tax return.

Make sure that you select CSA-1099-R Civil Service annuity when you enter the 1099-R income. Follow these steps to enter CSA-1099-R Civil Service annuity in TurboTax Online:

Down the left side of the screen, click on Federal.
Down the left side of the screen, click on Wages & Income.
Select Retirement Plans and Social Security, then IRA, 401(K), Pension plan withdrawals (1099-R).
Click Start / Revisit to the right.

Make sure that you answer questions at this screen in the Massachusetts state income tax return.

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