topic Anyone have issues efiling a MA return if you had tax exempt pension income? I get a message that I can only file via mail. in Get your taxes done using TurboTax

Anyone have issues efiling a MA return if you had tax exempt pension income? I get a message that I can only file via mail.

joanackerman — Sun, 14 Mar 2021 13:05:56 GMT

The error says not to enter tax exempt pension income directly to Form 1, but instead to use 1099R (which makes no sense) or the pension and annuity smart worksheet.

Re: Anyone have issues efiling a MA return if you had tax exempt pension income? I get a message ...

EbonyA — Wed, 17 Mar 2021 18:08:32 GMT

Please review the following link: Massachusetts Non Taxable Pension.

Re: Anyone have issues efiling a MA return if you had tax exempt pension income? I get a message that I can only file via mail.

sharpie958 — Wed, 06 Apr 2022 16:16:31 GMT

I am having the same issue. Tax-exempt is zero but it doesn't like that number. I entered the 1099-R for Federal. Your program is the one that transferred it to MA Form1. Not me...

Re: Anyone have issues efiling a MA return if you had tax exempt pension income? I get a message that I can only file via mail.

sharpie958 — Wed, 06 Apr 2022 16:53:16 GMT

I have an early distribution on a retirement account. Your application asks if it should be excluded, I select None but when I get to the Massachusetts side it keeps wanting me to put in an exemption amount, which does not apply.

Re: Anyone have issues efiling a MA return if you had tax exempt pension income? I get a message ...

AmyC — Wed, 06 Apr 2022 18:48:23 GMT

Your worksheet should be type T - for taxable, and the pension amount should be listed. The numbers transfer from there to Form 1 line 4, taxable pension. It only moves to taxable pension if it marked as a pension on the 1099-R, box 7 code 7. Let's try something different. Open the Massachusetts return until you get back to the section in "Pensions and Annuities from All sources"

Do you have any tax-exempt income from pensions or annuities?
You should respond "Yes'
Then the amounts transferred over form the Federal entries will display with a drop-down menu with three selections 1) T-taxable Pension; 2) G- Tax-exempt, and 3) K-Keogh Distribution.
Select T for your taxable amount.

Re: Anyone have issues efiling a MA return if you had tax exempt pension income? I get a message ...

sharpie958 — Wed, 06 Apr 2022 18:58:41 GMT

I've tried that and it still loops back as an error

Re: Anyone have issues efiling a MA return if you had tax exempt pension income? I get a message ...

AmyC — Wed, 06 Apr 2022 19:28:09 GMT

Take out the zero, it should be blank.

@sharpie958

Re: Anyone have issues efiling a MA return if you had tax exempt pension income? I get a message ...

sharpie958 — Wed, 06 Apr 2022 19:36:51 GMT

The zero has entered in automatically. When I click in the zero, it came up with a worksheet. I deleted the row and that solved the issue. TY.