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Question

Does Alabama tax IRA rollovers? How do I report it on the state side.

Forum|Forum|1 year ago
February 2, 2025
1 reply
0 views

While importing info on the federal side, the system clearly asked if I rolled the money over. I answered Yes. No such question was asked when entering info on AL side. How do I tell the system this distribution was rolled over within 60 days?

Alabama does not tax IRA rollovers. Alabama uses the information from the federal return regarding the rollover so no other information is needed in the state section of TurboTax.

hopewellmmaAuthor

The software prompted me to check this:

Pen Excl Wks: Taxable pension/IRA must be entered.

Taxable pension/IRA

Do I enter $0 for the taxable pension/IRA?

Yes, enter $0 for "Taxable pension/IRA" if the rollover was the only retirement plan distribution you had.

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