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?
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
Hello again,
The 1099 worksheet reports the employee contribition in box 5 already.
Thanks
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.