Misassignment of Pension Income on WV Schedule M, Form IT-140

[ACUE]

I completed all my entries into TurboTax.  However, when I was reviewing the printed forms, I found that TT had incorrectly assigned my pension income to my spouse on my state income tax forms.  Both West Virginia Schedule M, Form IT-140 and the TT Smart Worksheet for Schedule M listed my pension income for my spouse instead of me.  I rechecked and even deleted my 1099-R entries and reentered them under the Federal section, but the error remains.  In the Federal section, any pension screens display my name, not my spouse's.

I've already made my TT payment, so I can't delete everything and start over.  Will TT fix this error so that I can e-file my taxes soon?

[MarilynG1 · Accepted solution]

In the West Virginia interview, there is a screen where you can enter a Code for Pension Exclusion.   Is the Spouse box checked? (screenshot)

If so, this may have carried over to Schedule M (screenshot).

[ACUE]

MarilynG1, thank you for your answer.  You are correct.  Earlier today, I found the radio button switched on under Spouse.  Once I switched it off, my pension income was properly assigned to me on Schedule M. My next dumb question is under what circumstances would the filer and recipient of pension income want it reassigned to their spouse and why would that be legal?

[AmyC]

Sch M -may need to assign part of the income to one spouse. For example, jointly owned an account and earned interest. See Schedule M instructions on page 23 of WV instructions. You might find the senior tax calculation on page 25 interesting.

In community property states, even wages can be split between spouses. WV is not one, but good to know.