Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 3
posted Apr 1, 2023 1:37:47 PM

Review error line 9a

Hello to the wonderful people who always help.

I don't know what this refers to so I can't go to the form to review.

Any idea?  I ran review and this was reported as an error.

I'm baffled!

 

Thanks, as always.

0 5 504
5 Replies
Expert Alumni
Apr 1, 2023 2:09:03 PM

Please clarify by adding a little more information.

 

It appears it could possibly be with regard to a state Tax return, where the state excludes part of your retirement income.  Do you have Forms 1099-R that you entered?  What state are you filing for?  Does that state exclude a portion of your retirement income?

 

 

Level 3
Apr 1, 2023 4:46:37 PM

Hello,

 

Thank you.  Now that you mention it, it occurred before I went to finalize the state of NJ.  Yes - they do exclude pension contributions from the taxable amount.  I looked at the NJ return and don't see line 9a on the retirement income worksheet or anywhere else that I would answer accordingly.  The initial interview steps recorded  the taxable and non-taxable info for the pension.

 

Appreciate further guidance.

 

Thank you

Level 3
Apr 1, 2023 4:50:02 PM

Hello again,

 

The 1099 worksheet reports the employee contribition in box 5 already.

 

Thanks

Level 3
Apr 2, 2023 2:23:07 PM

Hello Linda,

 

I think I solved it.  I answered NO to the box 10 question, as there is no box 10 on the 1099.   The ruturn smart check cleared with no errors.  

 

Thanks again.

Expert Alumni
Apr 2, 2023 2:33:57 PM

Ok.  I am glad you were able to resolve that issue.