topic Re: Mass state retirement in Retirement tax questions

Mass state retirement

derobbins — Sat, 21 Mar 2020 13:26:22 GMT

Turbo tax wants to tax my Massachusetts State Retirement. I've used Ttax for years and never had this issue.

Re: Mass state retirement

SteamTrain — Sat, 21 Mar 2020 14:36:11 GMT

Go back to the Federal section and EDIT that 1099-R..check the values, but then step thru the followup pages...there is one page where you need to select the proper retirement type button.

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Re: Mass state retirement

derobbins — Tue, 24 Mar 2020 11:32:03 GMT

Hello -

Yes my entries in this area are correct.

I've been retired since 2015 and never had this issue with turbo tax.

I've checked everything - 3 times, removed and reentered all my data with the same results.

This program for some reason wants to tax my Mass State Pension on my State Forms and I can't remove it.

Re: Mass state retirement

SteamTrain — Tue, 24 Mar 2020 11:58:13 GMT

Well...you could delete the entire 1099-R, and then enter it again manually, and try again to see what it does (if you haven't already done so)….otherwise all that is left is Customer Support on the phone:

https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

Re: Mass state retirement

derobbins — Tue, 24 Mar 2020 13:38:01 GMT

Yes, I've done that several times.

Thanks