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Retirement tax questions
Yes, in Louisiana, survivor or beneficiary benefits from the Teachers' Retirement System of Louisiana (TRSL) are exempt from state income tax, but they are subject to federal income tax.
In the Federal 1099-R entry, you would still indicate the source of the retirement income as 'Louisiana State or Local Government Pension' to get the exclusion in LA. If asked how much of the distribution was RMD, indicate that the total distribution was RMD.
LA should automatically exclude the income, and you shouldn't be asked for a retirement date, if your 1099-R has a Code D in Box 7.
If you go back to the Federal 1099-R entry and change the 'Source' , your LA return will have the correct info.
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March 12, 2025
4:22 PM