Arizona Return - 1099-R from Federal pension didn’t transfer to Line 29a - HELP PLEASE

[Wedding5500]

Hello,

I just e-filed both returns yesterday and in looking through my AZ 140, I noticed line 29A only shows $2,500, when it should show $5,000.

My husband has a Federal pension. When entering his OPM CSA 1099R, I designated the pension as such on our federal return.

I have an Arizona State pension.  When entering my 1099R, I also designated the pension as such on our federal return.

Upon looking at our state return, Line 29a, it only shows $2,500, rather than $5,000 for us both to obtain the exclusion.

When I went back to the federal side, my husband’s taxable amount field was blank, and the exclusion was not listed.  I got out of the return and went back in and magically his taxable income appeared as well as the exclusion. When I went back to look at the state return, it now lists the correct $5,000 exclusion.

This is very irritating as now I have to amend my Arizona State tax return!!

QUESTIONS:

1. Why did TurboTax initially not catch the fact that this was designated as a Federal pension?

2. Why did it magically insert the figures upon opening the return again?

3. Since I just e-filed yesterday, when should I do the amended return?

4.  Will I be able to e-file my AZ amended return, or will I have to print everything out and mail it?

Thanks. 

[AmyC · Accepted solution]

1. When you enter the 1099-R and answer all those questions, the answers - like a qualified pension, should flow to the state. You may have had a stuck bit of data that didn't move.

2. When you close and reopen your return, stuck data will often reset and move as it should.

3. Don't file the amended return until the original is completely processed - including any refund.

4. You can e-file the amended form.

[Wedding5500]

Thank you @AmyC for your response.

It’s unfortunate because I was in and out of these returns so many times over the last couple months, I just can’t believe it *finally* corrected itself, the final time I opened it, but *after* I had already efiled. Beyond frustrating. 

Ok, I shall await my refund and then amend only my AZ return as this exclusion has nothing to do w/my Federal return. 

Very happy to see that I can efile the amended return.

Thanks so much for your assistance!