topic Re: Ma Form 1 Section 3 in State tax filing

Ma Form 1 Section 3

Pat Imbriglio — Thu, 25 Feb 2021 19:48:23 GMT

On mass form 1 in section 3 I have a problem with a tax exempt portion as reported on a 1099r. This pension is from federal employment and is not taxable by the state. The system says there is something wrong with what I am doing. I have been doing this for a lot of years the same way. I went back to my federal income and everything I put in the OPM 1099R entry is correct. What do I need to do

Re: Ma Form 1 Section 3

PattiF — Thu, 25 Feb 2021 20:08:50 GMT

You should go to the section of TurboTax where you first entered the 1099-R in the income section.

In the State Information, Box 14-16, do not enter anything in this area, since your pension as a retired teacher is not taxable in Massachusetts.

Re: Ma Form 1 Section 3

Pat Imbriglio — Fri, 26 Feb 2021 00:59:33 GMT

The OPM 1099R is a CSA 1099R. The boxes you are talking about are not o this CSA. 1099R

Re: Ma Form 1 Section 3

PattiF — Fri, 26 Feb 2021 01:36:06 GMT

To enter the CSA 1099-R, go to Retirement Plans

and select IRA, 401(k), Pension Plans (1099-R,) then Start
Click on box I'll type it in myself, then Continue
Tell Us Which 1099-R You Have and click on your form and Continue
Follow the Prompts
On the next page, enter the information and do not include any information in the State Information section
Follow the prompts

Re: Ma Form 1 Section 3

Pat Imbriglio — Mon, 01 Mar 2021 12:59:00 GMT

I cannot get by this problem. I deleted the OPM record, started from scratch and followed the instructions. It looked like it was going to work. Once I got to the Mass St Return, the problem I originally had was still present. I went back to the Federal CSA 1099R and found the software had populated the State center box with MA.

I did not put this in when recreating the OPM CSA 1099R. What next?