I'm trying to skip the "Public Pension Subtraction". I click the "Skip Pension Subscription" button. However, the "Smart Check" finds an error and requires me to enter info into Schedule M1QPEN (Qualified Public Pension Subtraction). The form identifies me as the pension holder even though the pension belongs to my wife. I'm in a loop and can't move forward.
First, we want to make sure that your wife's pension is attributable to her in TurboTax. On the 1099-R entry screen, make sure you've chosen that this form belongs to your wife at the top of the screen.
Second, to get past this loop, click Continue instead of Skip Pension Subtraction. On the next screen, click none of the above. You should then see a Public Pension summary page that shows zero subtraction.
If you're still having issues, we can look at your return and see exactly what you see to help come to a resolution. The return will be scrubbed and won't include any of your personal details.
If you're using TurboTax Online:
Once you're logged in to your account,
- on the left hand panel, click on Tax Tools and then choose Tools
- on the pop up window, select Share my file with Agent
- you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.
- click okay and you'll get another message with a token
If you're using TurboTax Desktop:
Please reply to this message with your token so that we can further assist you. Let us know all the states, if any, that are included on the return.