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derobbins
Returning Member

Mass state retirement

Turbo tax wants to tax my Massachusetts State Retirement.  I've used Ttax for years and never had this issue.

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4 Replies

Mass state retirement

Go back to the Federal section and EDIT that 1099-R..check the values, but then step thru the followup pages...there is one page where you need to select the proper  retirement type button.

 

_______________________________

1099R_Massachusetts.png

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
derobbins
Returning Member

Mass state retirement

Hello - 

Yes my entries in this area are correct.

I've been retired since 2015 and never had this issue with turbo tax.

I've checked everything - 3 times, removed and reentered all my data with the same results.

 

This program for some reason wants to tax my Mass State Pension on my State Forms and I can't remove it.

Mass state retirement

Well...you could delete the entire 1099-R, and then enter it again manually, and try again to see what it does (if you haven't already done so)….otherwise all that is left is Customer Support on the phone:

 

https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
derobbins
Returning Member

Mass state retirement

Yes, I've done that several times.

Thanks

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