ColleenOK
New Member

Turbotax Changes Oklahoma Teachers Retirement distribution source

My husband gets a pension from Oklahoma Teachers Retirement.  On the Turbotax screen labeled "Where is This Distribution From?", there are several choices. I believe the correct choice is "Oklahoma government retirement/disability benefits."  I chose that and completed the amounts a payer tax-id at the bottom of the screen. I clicked continue and proceeded to other screens. Some of the later questions didn't make sense, so I navigated back to this screen and saw that Turbotax had changed my answer.  It changed the answer to "Federal government retirement or disability benefits."  That's not correct.  I chose "Oklahoma..." again. Came back to the screen and it had changed it to Federal again. I re-chose "Oklahoma..." and clicked File / Save. I navigated away and back and the program changed it to Federal yet again.  My fear is that this will affect my Oklahoma return because I think it will not allow us to take the $10,000 retirement income exclusion. Any thoughts on how to get Turbotax to keep my choice of Oklahoma?