Massachusetts State Return

Forum|Forum|6 years ago
April 5, 2020
1 reply
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I'm using the Turbo Tax Deluxe software.

I've entered two items to my post. Its the 2nd one that I'm confused about. How would I know if this amount needed to be adjusted? Or do I enter the $18,631 into the box: Non-taxable Massachusetts pension or do I leave it blank?

Not A Product Question

KathrynG3

Level 14

It depends on the type of retirement distribution you have for how to answer the question. If you do not have a tax-exempt pension as described on page 10 shown below, then see page 20 and page 21 for further guidance and worksheets.

Please see 2019 Massachusetts Form 1 Instructions: page 10:

@anthony340

anthony340Author

Level 4

After reading what you sent me. I'm still not understanding it. My Statement of Annuity Paid ( Form CSA 1099-R) does not withhold state tax. When I entered that amount of $18, 631in the box: Non-Taxable Massachusetts Pensions it shows a refund for me of $1130.00. But if I leave it blank the refund shows less. I'm guessing that I should leave that box blank. With that amount filled in it indicates that I will not be eligible to electronically file my Mass state return.