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Retirement tax questions
The trick is that when you get to the error in the state review, you must null out the box that populates from the federal 1099R. It will default to the full distribution. The box must be null, not zero. This was reported a couple of years ago https://ttlc.intuit.com/community/retirement/discussion/ma-tax-exempt-pension/00/2463141
‎February 27, 2025
6:29 AM