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stacy3103
New Member

My retirement income from the Louisiana State Employees' Retirement System is not taxed by Louisiana. However, Turbo Tax does not recognize this. Please help.

 
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JulieS
Expert Alumni

My retirement income from the Louisiana State Employees' Retirement System is not taxed by Louisiana. However, Turbo Tax does not recognize this. Please help.

Yes, there are two spots in the TurboTax program where you have to answer questions about your Louisiana pension to show it's exempt from state taxes. Here's how to find them:

 

 

 

  1. Sign in to your TurboTax account.
  2. Select Wages & Income.
  3. Select  Revisit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R).
  4. Select Edit to the right of your 1099-R.
  5. Continue until you get to Where is your distribution from?
  6. Select Louisiana State Employees' Retirement Benefits (Code 02E), then Continue.
  7. Select State Taxes, then Your State Returns.
    Select Edit to the right of Louisiana.
  8. On the screen, Your 2023 Louisiana taxes are ready for us to check, select Update to the right of Adjustments.
  9. Continue until you get to Tell Us Your Date of Retirement.
  10. Enter the date you retired, then Continue. 
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