MN State - Skip Pension Subtraction Doesn't Skip

Trebor4 — Wed, 19 Feb 2025 18:08:36 GMT

I'm trying to skip the "Public Pension Subtraction". I click the "Skip Pension Subscription" button. However, the "Smart Check" finds an error and requires me to enter info into Schedule M1QPEN (Qualified Public Pension Subtraction). The form identifies me as the pension holder even though the pension belongs to my wife. I'm in a loop and can't move forward.

Re: MN State - Skip Pension Subtraction Doesn't Skip

KeshaH — Wed, 26 Feb 2025 23:12:31 GMT

First, we want to make sure that your wife's pension is attributable to her in TurboTax. On the 1099-R entry screen, make sure you've chosen that this form belongs to your wife at the top of the screen.

Second, to get past this loop, click Continue instead of Skip Pension Subtraction. On the next screen, click none of the above. You should then see a Public Pension summary page that shows zero subtraction.

If you're still having issues, we can look at your return and see exactly what you see to help come to a resolution. The return will be scrubbed and won't include any of your personal details.

If you're using TurboTax Online:

Once you're logged in to your account,

- on the left hand panel, click on Tax Tools and then choose Tools

- on the pop up window, select Share my file with Agent

- you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.

- click okay and you'll get another message with a token

If you're using TurboTax Desktop:

Click on Online in the top menu of TurboTax Desktop for Windows
Select 'Send Tax File to Agent'
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution

Please reply to this message with your token so that we can further assist you. Let us know all the states, if any, that are included on the return.

topic MN State - Skip Pension Subtraction Doesn't Skip in Retirement tax questions

MN State - Skip Pension Subtraction Doesn't Skip

Re: MN State - Skip Pension Subtraction Doesn't Skip