Karen1209
New Member

Retirement tax questions

Your state information feeds from the federal input.  To enter your retirement pay exclusion, follow these steps:

  • Click Personal Info in the white banner.
  • Click Edit next to the name of the person who earned the pay.
  • Click Yes on the last question (see attached example).
  • Click Continue and select Retired.
  • Click State in the white banner to ensure the change took effect.

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