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Level 2
February 3, 2023
Question

Louisiana Military Retirement

  • February 3, 2023
  • 1 reply
  • 0 views

"we noticed you entered federal employees' retirement on the previous screen"

 

It zeros out what I owe Louisiana to $0, but then deletes the entry on my Louisiana form and owed to La goes back to $579. Federal is marked 04e. What I'm I doing wrong? I cleared cookies and cache, same result.

1 reply

DaveF1006
Level 15
February 3, 2023

It depends.  Are you trying to exclude this in your LA state return as you prepare your state return? If so, the program recognizes you are trying to exclude this twice because it has already been excluded when you entered the 1099R in the federal interview. This is what the the page should look like in the federal return.

 

If you entered the information correctly here, then don't enter it into the state return. Here is the screenshot of that page.

 

If you didn't reach this screen, revisit your navigational  steps.

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JpestesAuthor
Level 2
February 5, 2023

Here is my screen on federal, it doesn't have the Louisiana line

Level 15
February 5, 2023

I see you are using TurboTax Online. Your original post said you were using TurboTax Basic CD/Download, so your screens will be different.

You are on the correct screen. You will not see a Louisiana distribution amount and withholding in TurboTax Online.

 

Do not fill any information on the Louisiana screen “Any Other Income Exclusions?” Leave that blank. It should say “We’ve already taken care of your exempt federal retirement income.”

 

 

Enter your retirement date on the next screen.

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