MarilynG1
Expert Alumni

Retirement tax questions

If you are over 65, you may be eligible to exclude up to 31K of pension income on your Maryland return.

 

Check your Maryland Form 502, Line 10a for the Exclusion.

 

If you qualify, pay close attention to the follow-up questions in the Maryland state interview, and after entering your 1099-R in your Federal return.

 

You could also try deleting the 1099-R entry in your Federal return and re-entering it to see if this resolves your issue. 

 

The amount of Social Security income you receive is also a factor in calculating your exclusion. 

 

Click this link for more info from the Maryland Pension Exclusion.

 

 

 

 

 

 

 

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