When entering the 1099-R for my retired military pension, I checked the button for Federal Retirement Benefits (Code 04E) and that it was a Non-qualified plan. Then when doing my Louisiana state taxes I get to the screen to enter Income Exclusions, it says that Turbotax has already taken care of my exempt federal retirement income, but I am not so sure it did. How can I be sure, prior to paying and filing? If I could view my return as I could in previous years, I'd be able to answer my own question.
It's infuriating that I cannot find a way to reach out to TurboTax directly and I have to resort to asking the "community" to resolve this issue. After using TurboTax for 20+ years, it may be time to say goodbye.
To preview your Form 1040 using TurboTax Online, use the following steps while working in your tax return:
Additionally, underneath the Preview my 1040 option, there will be a LA Tax Summary choice that will allow you to take a look at a summary version of your Louisiana return. It will not be the actual form, but you may be able to verify the question you have about your retirement income using that summary in conjunction with your Form 1040.
If you are using one of the CD/downloaded versions of TurboTax, click the Forms button in the upper right corner of the screen to go to Forms Mode where you can view Form 1040 or any other form that is included as part of your return. Once you are in Forms Mode, click the form name in the list on the left side of the screen.