Nonqualifed pension

[ednamc125]

My nonqualified pension is reported on a W-2, and the income shows up on the other income line when entered into turbo tax on form 1040-SR.  However, when it's transferred to my state (MA) return it's being double counted...shows up on the wages, salaries and tips line and also on the other income line (from schedule X, line 7).  Has anyone else encountered this? 

[LindaS5247]

I have not heard of this happening.

Review your Form W-2 entries that were made into TurboTax and make sure it is entered properly.

You may want to try to delete your Form W-2 and reenter it or try deleting your state return and start over and see if it corrects itself.

Click here for instructions on how to delete your state return using TurboTax Online.

You can view your entire return or just your 1040 form before you e-file:

1. Sign in to your TurboTax account
2. Open or continue your return
3. Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner)
4. With the Tax Tools menu open, you can then:
   • Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first)
   • View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu

If this does not fix your issue please I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the  directions below: 

TurboTax Online:
 

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen. 
3. A drop-down will appear. Select Tools  
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.

Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:
 

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent”
3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.

Please provide the Token Number that was generated in the response.
 

[ednamc125]

To fix the problem I overrode the wages line on my MA state return so that it equals the wages line on my federal return.  The nonqualified pension now shows up only on the other income line on the state return, which is how it's being reported on the federal return.  Prior to 2022 nonqualified pension was reported on the wages line.  In 2022 the IRS moved nonqualified pension from wages to other income, so turbo tax is handling this correctly for the federal return.  I'm wondering if when this move was made for 2022 on the federal return the MA state turbo tax software didn't remove the nonqualified pension from the wages line, and that's why it's being double counted.  In any event, I fixed my issue using override.

Thank you,

Edna

[MichaelG81]

We would like to take a deeper look at this. In order to do this, we need you to provide us with a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

 TurboTax Online:

• Sign in to your online account. Pick up where you left off.
• Locate the Tax Tools on the left-hand side of the screen.
• A drop-down will appear. Select Tools
• On the pop-up screen, click on “Share my file with agent.”
• This will generate a message that a diagnostic file gets sanitized and transmitted to us.
• Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

• Open your return.
• Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent”
• This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
• Please provide the Token Number that was generated in the response. 

I'd like to see how your W2 was entered and transferred over to MA and your overriding instructions would help if you can.

@ednamc125