MarilynG1
Expert Alumni

Retirement tax questions

When you entered your 1099-R in the Federal section, you need to indicate that it is a State Teacher's Pension on the screen 'Where is this Distribution From?'  The Box 16 amount would be the same as the Box 1 amount. 

 

If you did so, Louisiana should automatically exempt the pension from LA taxes.

 

Otherwise, in the Louisiana state interview, you can exclude the income by choosing LA Teachers Retirement benefits on the screen titled 'Any Other Income Exclusions'.

 

If you're still asked for the retirement date, enter the deceased person's retirement date, and if you're asked for the RMD, indicate the total in Box 1.

 

If you're using TurboTax Online, close the program, clear your  Cache and Cookies and return to the section and step through the interview screens again.

 

@stbwestfall 

 

 

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