Check each of your 1099-R entries to make sure you told TurboTax each pension is from an Oklahoma government retirement system.
1. Type 1099-r in Search (magnifying glass) in the upper right
2. Select Jump to 1099-r
3. Tap EDIT next to your pension
4. Continue until you see “Where is your distribution from?”
5. Select Federal or Oklahoma government retirement or disability benefits
Oklahoma allows each individual to exclude their retirement benefits up to $10,000, but not to exceed the amount included in the federal adjusted gross income.
The retirement benefits must be received from the following:
- The Civil Service of the United States,
- The Oklahoma Public Employees Retirement System of Oklahoma,
- The Oklahoma Teacher’s Retirement System,
- The Oklahoma Law Enforcement Retirement System,
- The Oklahoma Firefighters Pension and Retirement System,
- The Oklahoma Police Pension and Retirement System,
- The employee retirement systems created by counties,
- The Uniform Retirement System for Justices and Judges,
- The Oklahoma Wildlife Conservation Department Retirement Fund,
- The Oklahoma Employment Security Commission Retirement Plan, or
- The employee retirement systems created by municipalities.
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