Why do i keep getting check this entry for Pension Deduction worksheet on my state return?

Forum|Forum|5 years ago
February 26, 2021
15 replies
53 views

I took a withdrawal from my 401K due to Covid-19 reasons. Everything on my Federal side looks good, but my state keeps getting an error.

pension deduction worksheet: federal amount we're still working on updates related to retirement distributions that qualify for disaster or covid relief

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cldunn87

Level 2

Same. No errors registering on federal return, state keeps populating errors- Wisconsin. Keep seeing updates on the forums about the federal portion needing to be updated, then it will be fixed. First it was the 24th, then the 25th, then the 26th. Obviously still not fixed.

Irene2805

Level 15

Be sure you go through the 1099R entry screens again before going to your state return.

Form 8915-E is available in both the CD/Download and online versions of TurboTax. If you are using the online version or after you have updated the CD/Download version be sure to go back through the 099-R section in the federal return.

In the screens following the 1099-R entry screen:

You will see a series of questions to see if you are exempt from the additional taxes on early withdrawals [Screenshot #1, below]; and
You will be asked if you want to pay all the tax this year of just 1/3, with the rest reported over the next two years. [Screenshot #2] Check the box if want to pay tax on the entire retirement distribution in 2020.

Then proceed to your state return.

Screenshot #1

Screenshot #2

@cldunn87

cldunn87

Level 2

This is not a helpful response. I have done this. Still errors on State returns.

Irene2805

Level 15

Be sure you go through the 1099R entry screens again before going to your state return.

In the screens following the 1099-R entry screen:

You will see a series of questions to see if you are exempt from the additional taxes on early withdrawals [Screenshot #1, below]; and
You will be asked if you want to pay all the tax this year of just 1/3, with the rest reported over the next two years. [Screenshot #2] Check the box if want to pay tax on the entire retirement distribution in 2020.

Then proceed to your state return.

Screenshot #1

Screenshot #2

BlueVash

Level 2

Even after going back through the 1099-R in the income part of the federal section multiple times it gives the same error during the state review. Whether the box to pay all of the tax in 2020 is checked or not doesn't make a difference.

Hluna1022

Level 2

Any updates? I am still receiving the same message.

BlueVash

Level 2

According to other posts I've seen, Intuit is saying it'll be done by the 19th now. I filed Federal separately for now and will be looking into other solutions next year.

Jdubb1222

Level 2

Is anyone still having the issue with them saying somthing is wrong with your state and taking u back to the pension distribution page