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barphoto
New Member

e-filing ..unable to do so error Form 1

I keep getting an error on my Massachusetts state when I try to efile: Form 1: Tax-exempt pension should not be entered directly on for 1 for State electronic filing. You should enter the information on the Federal return, for 1099R and or use the Pensions and annuities smart worksheet to make any tax-exempt adjustments

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2 Replies
Joedsim
New Member

e-filing ..unable to do so error Form 1

I am having the exact same problem and have not found a solution other than to file by snail mail.

PattiF
Expert Alumni

e-filing ..unable to do so error Form 1

From RaifH

 

When you input your pension into the federal area of the return, did you indicate that it was from a tax-exempt source for the state of Massachusetts? To do this:

  1. Verify your 1099-R entry under Federal > Wages & Income > Retirement Plans and Social Security > IRA, 401 (k), Pension Plan Withdrawals (1099-R)
  2. If this is a tax-exempt pension in the state of Massachusetts, it should fall under one of the categories of Qualified government retirement distributions listed on the Where is your distribution from? screen.
  3. Continue through the remaining 1099-R screens.

If you do it this way, the system should automatically exempt it on the state return and should clear the error you are encountering. If you entered everything correctly the first time, you may want to try to delete it and re-enter the information. 

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