ewatson24
Returning Member

How do I enter 1099-R Massachusetts state retirement pension which is exempt from state taxes?

My wife retired from teaching in Massachusetts in 2024 and started receiving pension payments.  I got a 1099R from Mass Teachers Retirement and entered the income into the wages section of the federal gov't section of Turbo tax.   There is no state tax on a teacher's pension. 

 

No matter what I do, during the state tax review, I get "Form 1:  Tax-Exempt Pension should not be entered directly on Form 1 for State Electronic Filing.  You should enter the information on the Federal Return, For 1099-R and/or use the Pensions and Annuities Smart Worksheet to make any tax-exempt adjustments.

 

There's a scrollable Form 1 form in the "check this entry" window and that looks like you can edit it but you can't.  I see in the Pensions and Annuities Smart Sheet my wife's pension payment total with a type of G, which is non taxable.

 

There are a number of posts in this forum from 2020 on and I've tried all the suggestions and nothing works.  Help!