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My Pension and Annuity Income Exclusion ($20,000) will not come over to my State Taxes and I am not sure what I did wrong? Any ideas?
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June 6, 2019
12:58 PM
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Retirement tax questions
Make sure that after you enter in the 1099-R, that you double-check that you have not selected your state in the screen asking about which state your annuity is from. This is a necessary entry for a number of states to get the proper treatment on the state return to exempt income.
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June 6, 2019
12:58 PM