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Turbo Tax is not adding the Indiana Disability Retirement Deduction correctly/ Can someone help me?

According to Turbotax I am eligble, it just will not correctly add it to my return
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3 Replies
LeticiaF1
Employee Tax Expert

Turbo Tax is not adding the Indiana Disability Retirement Deduction correctly/ Can someone help me?

The Indiana disability retirement deduction allows qualified individuals to deduct up to $5,200 of disability retirement income from your income. To qualify you must meet all of the following:

  • Under age 65 on December 31 
  • Be retired on disability before December 31
  • Permanently and totally disabled when you retired

If you meet all the requirements, start by reviewing your entries for your retirement income in the federal return.  After you enter your 1099-R in your federal return, there is a question that asks where your distribution is from, mark that it is disability income.  If you mark this, then specific questions for the Disability Retirement Deduction will come up in your Indiana return.  

 

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Turbo Tax is not adding the Indiana Disability Retirement Deduction correctly/ Can someone help me?

PLEASE I AM BEGGIN YOU!!!!!!  IT DOES NOT FLOW OVER!!!!  IT APPEARENTLY NEVER HAS!!!!  TT IS GOING TO BE IN DEEP DOODO!!!   HELP!!!!

DawnC
Employee Tax Expert

Turbo Tax is not adding the Indiana Disability Retirement Deduction correctly/ Can someone help me?

Is Indiana the only state tax return you have prepared?  Or do you have other states included with your tax return?  @charlesmcook 

 

I would like to take a deeper look at this.   However, I need a diagnostic file, which is a copy of your tax return that has all of your personal information removed.  You can send one to us by following the directions below:

 

TurboTax Online:
 

  1. Sign into your online account.
  2. Locate the Tax Tools on the left-hand side of the screen.
  3. A drop-down will appear. Select Tools 
  4. On the pop-up screen, click on “Share my file with agent.”
  5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
  6. Please provide the Token Number that was generated in your reply.

TurboTax Desktop/Download Versions:

 

  1. Open your return.
  2. Click the Online tab in the black bar across the top of TurboTax and select Send Tax File to Agent *
  3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
  4. Please provide the Token Number that was generated in the response.

* If using a MAC, go to the menu at the top of the screen, select Help, then, Send Tax File to Agent.    Thank you

 

 

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