NicolleR1
Expert Alumni

Retirement tax questions

Go through your Massachusetts return, then go to the adjustment section. Then go through the questions until you reach the question for Pension Adjustment - Federally Taxable. If you have a 0 there, you will need to remove the 0 in the box and leave it blank for non-taxable Massachusetts Pensions. If you need to make a manual adjustment because it's different from the federal, you can't file electronically. Instead, you will need to mail your MA return. See Image below for reference 

 

 

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