Retirement tax questions

When you entered you Form 1099-R did you answer all of the follow-up questions?  There is a question that asked if your 1099-R was for a State or Government Pension, which you are stating yours is not.  It does not seem your would be getting hung up on this issue because you have a pension that is not exempt.

Try clearing your cache and cookies and deleting and reentering your Form 1099-R.  Carefully answer all of the follow-up questions and see if that frees it up.

Follow these steps to delete your 1099-R in TurboTax:

1. Go to Form 1099-R
2. Select the trash can next to your 1099-R and then answer Yes

Here's where to enter your 1099-R in TurboTax:

1. Open or continue your return
2. In the Federal section, select Wages & Income
3. Scroll to locate Retirement Plans and Social Security, and select Show more
4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)

You can also find the 1099-R section using the Search option in TurboTax. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.

Worst case you may try to e-file your 2022 1040 income tax return only. Print your MA income tax return and mail it. If you're having problem because of the tax-exempt pension.

Massachusetts doesn't tax Social Security retirement benefits and income from public pension funds, and  Income from an IRA, 401(k), 403(b) or any other type of retirement savings account is taxed at the state income tax rate of 5%.

If this does not help please feel free to come back to TurboTax Community with additional details or questions or click here for information on Turbo Tax Support.  You can connect with a Live TurboTax Agent and share your screen.