turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

grhughes
New Member

How should I enter the income from the Retirement Systems of Alabama that appears on my 1099-R? I do NOT have to report this income on my state tax return.

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
RickA
New Member

How should I enter the income from the Retirement Systems of Alabama that appears on my 1099-R? I do NOT have to report this income on my state tax return.

Put your 1099r on the return. For your state return it will ask if it came from and not tax it at the state level. 

View solution in original post

4 Replies
RickA
New Member

How should I enter the income from the Retirement Systems of Alabama that appears on my 1099-R? I do NOT have to report this income on my state tax return.

Put your 1099r on the return. For your state return it will ask if it came from and not tax it at the state level. 

How should I enter the income from the Retirement Systems of Alabama that appears on my 1099-R? I do NOT have to report this income on my state tax return.

My state return AL Form 40 Sch RS column G is asking for the state ID number. It is not available on my 1009-R from The Retirement Systems of Alsabama [teacher's retirement.]

Where can I find this information?

I was told by TRSA that i should enter the tax ID # of the payer. ##-#######

DaveF1006
Employee Tax Expert

How should I enter the income from the Retirement Systems of Alabama that appears on my 1099-R? I do NOT have to report this income on my state tax return.

Enter R000305896. as the state ID number. This should now enable you to move forward in your return.

 

@egadgetguy 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

How should I enter the income from the Retirement Systems of Alabama that appears on my 1099-R? I do NOT have to report this income on my state tax return.

I used the payer ID # but will save ths number in case they send it back to be corrected.

EDIT: I got a second confirmation that there is no number, but turbotax won't let that field go empty [bug?] another TRSA [teacher's retirement systems of Alabama] agent confirmed that I could use the PAYER tax ID + shown in box 15 as the state ID # in Turbotax.

Thanks for all the help!

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question