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Level 1
posted Feb 15, 2024 6:00:34 PM

If I was able to use "Exclusion for federal, Arizona state or local government pensions (up to $2,500 per taxpayer)" last year why can I not find it in Turbotax?

I see this line item in my 2022 AZ tax form but do not see anyplace to use this subtraction in Turbotax.

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1 Best answer
Expert Alumni
Feb 15, 2024 7:41:42 PM

It may have moved.

 

First, make sure that you have indicated your Arizona residence in your My Info or Personal Info section.

 

Next, in the 1099-R interview, in the screens after you enter the 1099-R data, there are a number of screens that ask questions about the source of the distribution so that it can be handle correctly. In the desktop product, the screen looks like this:

 

 

Note: this is a test return, so ignore any numbers. Also, "police pension" is just the name I made up for the pension distribution, so ignore that. Just choose the right source from the list above.

2 Replies
Expert Alumni
Feb 15, 2024 7:41:42 PM

It may have moved.

 

First, make sure that you have indicated your Arizona residence in your My Info or Personal Info section.

 

Next, in the 1099-R interview, in the screens after you enter the 1099-R data, there are a number of screens that ask questions about the source of the distribution so that it can be handle correctly. In the desktop product, the screen looks like this:

 

 

Note: this is a test return, so ignore any numbers. Also, "police pension" is just the name I made up for the pension distribution, so ignore that. Just choose the right source from the list above.

Level 1
Feb 16, 2024 11:08:09 AM

Thank you for your reply.  I was able to add the "exclusion" (after I posted the question) by going back into the form and finding a section that allowed "subtractions" and entered the data.  Haven't used TurboTax for several years (since 1992!) so was essentially first time and may have missed the section - but will check those fields/areas next time.  Thanks again.