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January 30, 2025
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Prorate Maryland pension exclusion in a part-year return

  • January 30, 2025
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I am preparing a Maryland part-year return (the other state is Florida, so there is not a second part-year return).  The state instructions say to prorate the amount on line 5 of “PENSION EXCLUSION COMPUTATION WORKSHEET (13A)” based on the number of months of Maryland residence.  TT is not calculating the prorated amount and I do not seem to be able to enter the prorated amount in either that worksheet or on line 10a of Form 502.

Best answer by tombrad

Solved:  on pension exclusion page, when asked the number of months you collected your pension, answer with the total number of months, not just the number of months when collected pension while a maryland resident.

1 reply

tombradAuthorAnswer
January 31, 2025

Solved:  on pension exclusion page, when asked the number of months you collected your pension, answer with the total number of months, not just the number of months when collected pension while a maryland resident.