turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I filed my 2020 mas state income tax and turbo tax wrongly counted my mass state pension as taxable income

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
ThomasM125
Employee Tax Expert

I filed my 2020 mas state income tax and turbo tax wrongly counted my mass state pension as taxable income

When you entered your form 1099-R in TurboTax, you should have seen a screen that said Massachusetts Special Handling About this 1099-R that you needed to complete to have your pension treated properly on your state tax return. After your return is processed, you can log back into your TurboTax and file an amended return to correct it if you missed this step.

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

2 Replies
ThomasM125
Employee Tax Expert

I filed my 2020 mas state income tax and turbo tax wrongly counted my mass state pension as taxable income

When you entered your form 1099-R in TurboTax, you should have seen a screen that said Massachusetts Special Handling About this 1099-R that you needed to complete to have your pension treated properly on your state tax return. After your return is processed, you can log back into your TurboTax and file an amended return to correct it if you missed this step.

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I filed my 2020 mas state income tax and turbo tax wrongly counted my mass state pension as taxable income

The retirement income on the 1099R is correctly handled on the federal return. On the Massachusetts return it is ignored. I did not specify any Special Handling for the Mass return, ie. no Keough or anything like that. The distribution is entered in the state oart of the 1099R. Thanks

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question