My wife retired from teaching in Massachusetts in 2024 and started receiving pension payments. I got a 1099R from Mass Teachers Retirement and entered the income into the wages section of the federal gov't section of Turbo tax. There is no state tax on a teacher's pension.
No matter what I do, during the state tax review, I get "Form 1: Tax-Exempt Pension should not be entered directly on Form 1 for State Electronic Filing. You should enter the information on the Federal Return, For 1099-R and/or use the Pensions and Annuities Smart Worksheet to make any tax-exempt adjustments.
There's a scrollable Form 1 form in the "check this entry" window and that looks like you can edit it but you can't. I see in the Pensions and Annuities Smart Sheet my wife's pension payment total with a type of G, which is non taxable.
There are a number of posts in this forum from 2020 on and I've tried all the suggestions and nothing works. Help!
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When you entered the 1099-R originally, immediately after you entered the numbers, did you see a screen that asked you where this pension was from?
This example is for a Keogh plan, but you can see the "Massachusetts State Teachers Retirement System" just above it.
Find this screen (in the 1099-R interview) and enter it there.
The trick is that when you get to the error in the state review, you must null out the box that populates from the federal 1099R. It will default to the full distribution. The box must be null, not zero. This was reported a couple of years ago https://ttlc.intuit.com/community/retirement/discussion/ma-tax-exempt-pension/00/2463141
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