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?
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.
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"?
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.
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.
Is there an option that says "None of these apply"? If not, you should be able to leave it blank if none of the options are correct. You will know whether that works once you continue without marking one. It will either not let you continue until you select one or during the review of the state return it will come up with an error and will need to be fixed. If that is the case, then chose the one that best fits the situation.