topic TT is not excluding social security income from Alabama Form 40, even though the information from SSA-1099 was entered correctly when doing the Federal side. How to fix? in Retirement tax questions

TT is not excluding social security income from Alabama Form 40, even though the information from SSA-1099 was entered correctly when doing the Federal side. How to fix?

nutin2it — Tue, 03 Feb 2026 13:59:55 GMT

Consequently, AL From 40 is showing more income then required, thus causing more tax to be due then necessary. I reviewed the Fed. side again and can't find any error that would cause the AL Form to not exclude the social security income (which isn't taxable).

Re: TT is not excluding social security income from Alabama Form 40, even though the information ...

DavidD66 — Sun, 09 Feb 2025 22:48:53 GMT

Can you clarify a couple of things, please. Are you using TurboTax Online or TurboTax Desktop software? Where on Alabama Form 40 are you seeing your Social Security included as taxable income?

Re: TT is not excluding social security income from Alabama Form 40, even though the information ...

nutin2it — Mon, 10 Feb 2025 04:39:16 GMT

Appreciate the reply. I did end up figuring it out. It so happens the social security income wasn't the culprit after all. It had to do with a ROTH IRA conversion (which is taxable in AL), but the program listed it under both the Traditional and Conversion side, so it counted it twice as income until I figured out that I needed to go in and edit those prefilled amounts from TT to remove the Tradition distribution as being taxable and just leave the Roth Conversion distro. Once I did that, it flowed correctly to the Form 40.

Re: TT is not excluding social security income from Alabama Form 40, even though the information ...

DavidD66 — Mon, 10 Feb 2025 05:06:08 GMT

I'm glad you figured it out.