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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.
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.
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.
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