DMarkM1
Expert Alumni

Retirement tax questions

Retirement benefits from the MA State Board of Retirement are "Qualified Government Retirement Benefits".  Only enter the state information found on the form 1099-R; if nothing is listed in the boxes, leave the boxes blank in TurboTax.  

 

Select "I did something else (Cashed out)" option when asked. These entries should exempt the distribution from MA state taxes.  

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