DaveF1006
Expert Alumni

Retirement tax questions

Yes.  The tax expert is seeing this in the Retirement Exclusion Worksheet. The numbers on the worksheet are what is transmitted to the IRS and State of Oklahoma and not the summary worksheet.  

 

You can verify this yourself if you have the software installed on your computer. Go to the forms mode and look under your Oklahoma state return. Look for the Look for the retirement exclusion worksheet to verify what DianeW777 has mentioned.

 

If you use the online version, you will first need to pay for the product, then you'll have access to your forms.

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