topic If I was able to use "Exclusion for federal, Arizona state or local government pensions (up to $2,500 per taxpayer)" last year why can I not find it in Turbotax? in Get your taxes done using TurboTax

If I was able to use "Exclusion for federal, Arizona state or local government pensions (up to $2,500 per taxpayer)" last year why can I not find it in Turbotax?

lcgreen1 — Wed, 11 Feb 2026 03:09:53 GMT

I see this line item in my 2022 AZ tax form but do not see anyplace to use this subtraction in Turbotax.

Re: If I was able to use "Exclusion for federal, Arizona state or local government pensions (up t...

BillM223 — Fri, 16 Feb 2024 03:41:42 GMT

It may have moved.

First, make sure that you have indicated your Arizona residence in your My Info or Personal Info section.

Next, in the 1099-R interview, in the screens after you enter the 1099-R data, there are a number of screens that ask questions about the source of the distribution so that it can be handle correctly. In the desktop product, the screen looks like this:

Note: this is a test return, so ignore any numbers. Also, "police pension" is just the name I made up for the pension distribution, so ignore that. Just choose the right source from the list above.

Re: If I was able to use "Exclusion for federal, Arizona state or local government pensions (up t...

lcgreen1 — Fri, 16 Feb 2024 19:08:09 GMT

Thank you for your reply. I was able to add the "exclusion" (after I posted the question) by going back into the form and finding a section that allowed "subtractions" and entered the data. Haven't used TurboTax for several years (since 1992!) so was essentially first time and may have missed the section - but will check those fields/areas next time. Thanks again.