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Level 1
posted Feb 23, 2021 11:38:46 AM

How do I force turbo tax to file MA, I keep getting an error that it wants to correct my pension ?

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1 Best answer
Level 1
Mar 7, 2021 9:19:52 AM

Having a similar issue - it is as if TT is trying to make the pension untaxable.  Until then, we are caught in an endless loop.

 

I think I figured it out - if you go back into the MA return and DO NOT put the zero in the 'non-taxable portion' box (leave it empty), I was subsequently able to e-file.  Any number in this box negates your ability to efile - apparently even 0

4 Replies
Expert Alumni
Feb 23, 2021 12:38:33 PM

Certain types of pensions are not taxed in Massachusetts.  TurboTax may be asking if you need to make an adjustment to the Pension Income you entered in your Federal return.

 

If your pension is not taxable in Massachusetts, enter the amount that is excluded in Massachusetts.  If this does not apply to you, go back to your original 1099-R entry and review that section. 

 

Per Expert @ReginaM:

 

"According to the State of Massachusetts instructions these pensions are non-taxable:

  • Pension income received from a contributory annuity, pension, endowment or retirement fund of the U.S. Government or the Commonwealth of Massachusetts and its political subdivisions.
  • Pensions from other states or its political subdivisions which do not tax such income from Massachusetts or its political subdivisions may be eligible to be deducted from Massachusetts taxable income.
  • Noncontributory pension income or survivorship benefits received from the U.S. uniformed services (Army, Navy, Marine Corps, Air Force, Coast Guard, commissioned corps of the Public Health Service and National Oceanic and Atmospheric Administration) are exempt from taxation in Massachusetts.
  • Massachusetts state court judges who were appointed on or after January 2, 1975 are participants in the Massachusetts contributory retirement system and their pensions are nontaxable."

Click this link for more info on Taxable Pensions in Massachusetts

 

Level 1
Mar 7, 2021 9:19:52 AM

Having a similar issue - it is as if TT is trying to make the pension untaxable.  Until then, we are caught in an endless loop.

 

I think I figured it out - if you go back into the MA return and DO NOT put the zero in the 'non-taxable portion' box (leave it empty), I was subsequently able to e-file.  Any number in this box negates your ability to efile - apparently even 0

Level 1
Mar 7, 2021 12:13:28 PM

I just mailed it

this was easier

New Member
Apr 3, 2022 10:48:15 AM

Thank you, thank you for the solution! I spent 40 minutes trying to figure it out and I was close to giving up and mailing the tax return. I deleted the zero value and left it blank.