Lousiana does not tax you on retirement income as a state employee. This is how you enter the 1099R:FederalIncome & WagesRetirement & Social SecurityPension Plans (1099-R)..start or updateEnter or edit your 1099RMake sure Box 13 has LA in it...continueWhere this Distribution is from (see screenshot)..check the correct oneAnswer the rest of the questions If you have other questions about this, ask in the comment box below.

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bobbie-deloney

Question

As a retired Louisiana state employee, I am exempt from paying state income taxes. Where do I enter this info on my returns?

Forum|Forum|6 years ago
June 4, 2019
3 replies
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TurboTax PLUS Online

Cindy0H

Employee

Lousiana does not tax you on retirement income as a state employee. This is how you enter the 1099R:

Federal
Income & Wages
Retirement & Social Security
Pension Plans (1099-R)..start or update
Enter or edit your 1099R
Make sure Box 13 has LA in it...continue
Where this Distribution is from (see screenshot)..check the correct one
Answer the rest of the questions

If you have other questions about this, ask in the comment box below.

bobbie-deloneyAuthor

Thank you Cindy

DaveF1006

First of all, don't enter any information in the State section of the 1099R if nothing is listed. If they are blank, leave blank. To exclude it as taxable income, you will need to do this in the state portion of your return.

Log into Turbo Tax
If online, select state in the left pane of your return, and begin working on your Louisiana state return. if using the software, just select the state tab and begin working in your LA return.
As you scroll through the screens, the program will ask if there are any other income exclusions. Here you will select the drop-down and make a selection and then the full taxable amount of the 1099R. Here is a screenshot what that screen looks like.
Note, read the selections in the drop-down carefully to determine which retirment income you are excluding are most applicable to you.

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Williatj1962

When I enter the income exclusion as Louisiana employer retirement benefit it says it was already deducted and takes the amount away. Still not giving me the exemption

DaveF1006

If possible, can you send us a diagnostic so we can see how this is treated in your return? The diagnostic will send us a "sanitized" version of your return, which removes all personal identifying information and all we see are numbers in the forms in your return.

To send if you are using Turbo Tax online, go to tax tools>tools>send tax file to agent. When you select that, it will give you a token number to give to us. Tell us what that token number is.

If you are using Windows Desktop, select the online button at the top>send tax file to agent. This will also bring up a token number.

Once you receive your token number, please let me know @DaveF1006 so we can look at your return in detail.

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Williatj1962

I have a ticket # but will not let me reply directly to DaveF1006

# is 1008876

JamesG1

When the IRS form 1099-R is entered, you should see this screen. Select the appropriate code for the distribution.

Learn more states:

If you are age 65 or older, Louisiana deducts up to $6,000 ($12,000 if Married Filing Jointly and both of you qualify) of your other taxable retirement income.

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