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Retirement tax questions
Sometimes the summary worksheets in TurboTax will show pension distributions as income, but that does not necessarily mean it is taxable income as it shows on your tax return.
You can preview the summary of your state tax return to make sure the income is not showing as taxable on your return as follows:
First, make sure you are working in your state return in TurboTax, then do the following:
1. Find the "Tax Tools" option on your left menu bar and click on it
2. Click on "Tools"
3. Click on "View Tax Summary"
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March 9, 2020
3:12 PM