Ma Form 1 Section 3

[Pat Imbriglio]

On mass form 1 in section 3 I have a problem with a tax exempt portion as reported on a 1099r.  This pension is from federal employment and is not taxable by the state.  The system says there is something wrong with what I am doing.  I have been doing this for a lot of years the same way.  I went back to my federal income and everything I put in the OPM 1099R entry is correct.  What do I need to do

[PattiF]

You should go to the section of TurboTax where you first entered the 1099-R in the income section.

In the State Information, Box 14-16, do not enter anything in this area, since your pension as a retired teacher is not taxable in Massachusetts.

[Pat Imbriglio]

The OPM 1099R is a CSA 1099R.  The boxes you are talking about are not o this CSA. 1099R

[PattiF]

To enter the CSA 1099-R, go to Retirement Plans

• and select IRA, 401(k), Pension Plans (1099-R,) then Start
• Click on box I'll type it in myself, then Continue
• Tell Us Which 1099-R You Have and click on your form and Continue
• Follow the Prompts
• On the next page, enter the information and do not include any information in the State Information section
• Follow the prompts

[Pat Imbriglio]

I cannot get by this problem.  I deleted the OPM record, started from scratch and followed the instructions.  It looked like it was going to work.  Once I got to the Mass St Return, the problem I originally had was still present. I went back to the Federal CSA 1099R and found the software had populated the State center box with MA.

I did not put this in when recreating the OPM CSA 1099R.  What next?