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?

Forum|Forum|2 years ago
February 16, 2024
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I see this line item in my 2022 AZ tax form but do not see anyplace to use this subtraction in Turbotax.

TurboTax Deluxe Online

Best answer by BillM223

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.

BillM223Answer

It may have moved.

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

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.

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lcgreen1Author

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.