Where do i find the tax exempt pension value on the 1099-R on my state filing section as I enter all value on the federal section?

[samreth-sam]

I have filed the 1099-R in the past however this is the first time I need to enter a value in the state tax-exempt pension but I don't know where it is located. Would I have to file my state tax my mail vs. efile

[BillM223]

First, what state?

Second, why is the pension exempt in your state?

Third, it often happens that in the screens after you enter the 1099-R data, that there are one or more screens that asked what the source of the pension is. For most states, this is how TurboTax knows that the pension is not taxable.

That is, it's not in the state interview but in the federal interview where you enter this state-specific stuff...go back and check the 1099-R interview.

If that doesn't cover your question, come back and tell us.

[samreth-sam]

Hello-

Thank you for your email. I double/triple check my entry in the federal section. 

The state I am applying my taxes to is Massachusetts. I am not saying I am exempt or not, however I am filling out the answer based on both federal and states questionnaires. I am below 59.5 of age and I took out the funds for emergency needs last year. Below is the screenshot in the Massachusetts section when I am filing electronically. For the Federal I am paying extra taxes but for the state I am not sure what I am missing as I filed all the data from the 1099-R form. Is there anything else I am missing? Would I have to file my state by mail vs. electronically?

Thank you,

Sam

[ReneeM7122]

To get the State pension deduction, you will first have to enter the necessary information in your Federal Income tax return and then in the State income tax return.

Here are the steps to enter your exempt State employee pension:

On the  Federal Income Tax  portion:

1. In the search or find box, type in 1099-R
2. Click on Jump to 1099-R
3. Scroll down to Retirement Plans and Social Security
4. At IRA,401(k), Pension Plan Withdrawals (1099-R), click Start (or Update)
5. Enter your 1099-R or if you have entered it, click on Edit then Continue
6. Answer the next questions until you get to the Where Is This Distribution From? screen
7. Select the source State Employees and enter the information requested:
8. Click on Continue
9. Click on From a Qualified Plan
10. Continue answering the questions

On the State return portion: 

1. At the Changes to Federal Income page, scroll down to Received retirement income, click Start (or Update)
2. At the Retirement Distributions Summary page, click on Edit State
3. If no additional information is required, click on Continue
4. Click on Done

Here is a TurboTax article about retirement.