The M1QPEN form is used for the Qualified Public Pension Subtraction in Minnesota, which applies if you receive certain public pension payments. If you don't have any pensions, these steps can help resolve the issue:
The M1QPEN form is used for the Qualified Public Pension Subtraction in Minnesota, which applies if you receive certain public pension payments. If you don't have any pensions, these steps can help resolve the issue:
I have two W2s as I switched employers last year. Both W2s seem to be entered correctly with no pension codes used in box 12. Boxes 12, 13, & 15-17 are not empty, but this is necessary to document my contributions and state tax/tax withholding information.
The M1QPEN form is automatically entering the name of a financial institution that provided me with a 1099-R that I entered in the federal retirement section of the income page. I already double-checked all the entries and they match the information on the 1099-R that I was provided. Are there any particular entries I should triple-check on this form? I would note that they did use the correct distribution code (H) in box 7 and boxes 14-19 are left blank on both the 1099-R and on TurboTax.com.
I am experiencing a similar issue to @PensivePorcupine. When reviewing my state return, I'm being prompted to fill in missing values on the M1QPEN form. Mine also appears to be pre-populating data from a 1099-R in my federal section. However the 1099-R is for a rollover. The account was not for a pension, nor was rolled over to a pension. And it has the correct distribution code of "G" for the direct rollover.
Had the same problem. I ended up putting information into the form. God a clean state. Then went back in and deleted the form. From everything I read this form is not needed.
If I deleted the form before completing the review it would start me all over again. The above was the only way to get around it Maybe there will be an update later.
@flaming8 where do you find the option to delete the form?
@SabrinaD2 is there any update from TurboTax on this issue? Should we plan on following @flaming8's suggestion or try some other method?
I have the same issue with M1QPEN populating with issue from a rollover from a 401(k) to IRA. I have never had a pension and this form is irrelevant to me. I have tried deleting the form within TurboTax but when I try to file my state return it forces me to enter "missing" information and brings back M1QPEN. I have not found a way to file yet. I believe this is a software issue with TurboTax and unsure how to proceed. Been on the phone with customer service but the first layer is unable to do more than I already have.
I just got off the phone with a customer and was able to resolve this issue by double checking all entries on the return. The w2 actually and 2 letters before the state ID that was causing this error... Double check all entries for accuracy!
I'm having the same issue. I tried removing all the info from boxes 12 thru 15, deleting the state, and starting over, but it is still populating the form. I've tried deleting, but it repopulates it.
I am having same issue as well. I rolled over some 401Ks to IRAs and TT think they are public pensions. As mentioned in other posts, I have removed the state info in box 15 of my 1099 and that didn't work. I then deleted Minnesota return and then re-added it, but that too didn't work. After I delete the M1QPEN form, when I run error checker, it adds back the form and asks for additional information. Very frustrating. Hope it gets fixed in future update.
Just got off the phone with a turbotax agent.
After an hour of torubleshooting, and DELETING the state form to do over, the agen finally got a response from higher up saying the 1099-Rs were "being held hostage" by the government until the 20th and there was nothing we can do about deleting the form or whatever until then.
I resolved this issue by double checking the entries from all forms. The issue was simply the state abbreviation being listed in the State ID number box 15. I hope this helps!
I am having this same struggle. I checked all the boxes for accuracy. For the member who said they were told forms are ‘held hostage’ until the 20th, is that the 20th of Feb? Has anyone had any further success? I am ready to file, this is the only thing stopping me.
Yes, Feb 20th.
I'm glad it worked out for the other individual. I checked yet another time for accuracy for every single box, used the state with the number, deleted the state keeping only the number, deleted the state and number... nothing worked, deleted the M1QPEN form, it still pulled it up. Can't just delete the 1099-R for the federal. That's required.
The agent said they would call me when they came in for their shift on Feb 20th to make sure everything goes through properly.
Same issue here. hopefully Thursday we will be able to complete filing.
I believe I found the issue. When filling out form1099-R in your Federal return, TurboTax PC software is mistakenly copying either the Gross Distribution (your received 1099-R Box 1) or Taxable Amount (your received Form 1099-R Box 2) into State Distribution (TurboTax form 1099-R Box 16), which triggers a pension form M1QPEN later when filing your State.
This is a problem with TurboTax software because Box 16 is BLANK in the 1099-R Box 16 I received in the mail. Therefore, TurboTax is inserting a number into TurboTax Form 1099-R Box 16 all on its own. I did not type anything into Box 16, but the software puts a dollar amount there (remember, it's supposed to be empty in my case).
So, I fixed the issue and avoided the mistaken trigger for a M1QPEN. The solution was to open the Forms view in TurboTax software, go to your Federal area and look for your Form 1099-R (THE PAYER NAME HERE). Open that form. Delete the amount shown in State Distribution (TurboTax form1099-R Box 16) if the 1099-R you received in the mail shows that Box 16 is empty. Then, switch back to Step-by-Step mode and continue your State return. It should no longer bug you to "fix" an M1QPEN, plus the review will not trigger creating one of them.
The experience you described has been reported and is currently being addressed by the development team. @pellefsen
If you are receiving an error regarding your required minimum distribution amount (RMD), please sign up for notifications using one of the links below, depending on your situation.
Why am I getting an RMD distribution amount error?
Why am I unable to enter my state distributions in my 1099-R?
Unfortunately that solution did not work for me, but happy for you! Box 16 was blank for me both on my 1099-R and in TT, it hadn’t prefilled anything.
I'm also having this same problem.
Tried all the other steps mentioned with deleting and adding etc etc .
Still no luck.
When will this bug be fixed?
Hopefully gets corrected soon. This is the only thing stopping I and others from filing.
All right. It's Feb 20th and I'm still having the same issue no matter what I try (all the suggestions posted here and more).
The agent didn't call back as they had promised. Pretty sure it's just a bug on their part. Nothing to do with government holding anything hostage.
I'm done with Turbotax. Switching to something else.
Good luck to you all