Anyone have issues efiling a MA return if you had tax exempt pension income? I get a message that I can only file via mail.

[joanackerman]

The error says not to enter tax exempt pension income directly to Form 1, but instead to use 1099R (which makes no sense) or the pension and annuity smart worksheet.

[EbonyA]

Please review the following link: Massachusetts Non Taxable Pension.

[sharpie958]

I am having the same issue.  Tax-exempt is zero but it doesn't like that number.  I entered the 1099-R for Federal.  Your program is the one that transferred it to MA Form1.  Not me...

[sharpie958]

I have an early distribution on a retirement account.  Your application asks if it should be excluded, I select None but when I get to the Massachusetts side it keeps wanting me to put in an exemption amount, which does not apply.

[AmyC]

Your worksheet should be type T - for taxable, and the pension amount should be listed. The numbers transfer from there to Form 1 line 4, taxable pension. It only moves to taxable pension if it marked as a pension on the 1099-R, box 7 code 7. Let's try something different. Open the Massachusetts return until you get back to the section in  "Pensions and Annuities from All sources"

• Do you have any tax-exempt income from pensions or annuities?
• You should respond  "Yes'
• Then the amounts transferred over form the Federal entries will display with a drop-down menu with three selections 1) T-taxable Pension; 2) G- Tax-exempt, and 3) K-Keogh Distribution. 
• Select T for your taxable amount.

[sharpie958]

I've tried that and it still loops back as an error

[AmyC]

Take out the zero, it should be blank.

@sharpie958

[sharpie958]

The zero has entered in automatically.  When I click in the zero, it came up with a worksheet.  I deleted the row and that solved the issue.  TY.