What triggers pension deduction worksheet?

Forum|Forum|5 years ago
March 16, 2021
4 replies
42 views

For State Return (MICHIGAN), I get an error saying “Federal Amount must be entered” on the Pension Deduction Worksheet. How did this get triggered and what is it? I did some Roth conversions. Is that what this is? What happens if I ignore?

TurboTax Premier Online

SarmorAuthor

Level 2

Hi,

I think I figured it out.

I think it is how I had answered "Where is this distribution from" in the IRA, 401(k), Pension Plan Withdrawals (1099-R) section.

Select the source of this distribution and enter any other Michigan information.

Military pension

Qualified government or public pension

Current year conversion from a traditional IRA to a Roth IRA

Other qualified IRA distributions and private-source pensions

Pension/IRA distributions received before retirement age / None of the above

At one point, I had selected "Pension/IRA distributions received before retirement age / None of the above" b/c I had thought the "None of the above" applied to my situation. I had later changed it to "Other qualified IRA distributions and private-source pensions" b/c I thought it was a better answer. I guess Turbo never updated and now thinks I distributed from a pension.

Anyway, what is the best way to answer this question if the distribution was basically for a Roth distribution as a recharacterization? Did I pick the right one: "Other qualified IRA distributions and private-source pensions"?

ReneeM7122

Level 9

Yes, Other qualified IRA distributions and private-source pensions is the correct answer to the question if the distribution was for Roth as a recharacterization.

gjendras

Level 2

But what if the distribution was simply from a Roth account? There was no recharacterization involved at any point. I'm still not sure which is the correct source to indicate. I'm inclined to see whether I can just leave them all unchecked, because I don't think that ANY of them apply.