The M1QPEN form is used for the Qualified Public Pension Subtraction in Minnesota, which applies if you receive certain public pension payments. If you don't have any pensions, these steps can help resolve the issue: Federal Wage Section: Go back to the federal wage section and ensure there are no entries in the state boxes or informational boxes like box 12, box 14, or boxes 15-20 on your W-2 that might prompt the form. Box 12 can include codes for retirement plan contributions, such as 401(k), 403(b), and 457(b) plans. Box 14 often includes additional information like state-specific pension contributions. Boxes 15-20 are used for state and local tax information, which might include state pension contributions. Delete State: Go to the state section, click on the trash icon next to Minnesota (MN) to delete it. Re-add State: Click "Add State" and add Minnesota (MN) back. This will reset the state section and allow you to walk through it again quickly.

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PensivePorcupine

Solved

I don't have any pensions but TurboTax is requiring me to fill out M1QPEN. How do I avoid filling out this form?

Forum|Forum|1 year ago
February 11, 2025
6 replies
0 views

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Best answer by SabrinaD2

The M1QPEN form is used for the Qualified Public Pension Subtraction in Minnesota, which applies if you receive certain public pension payments. If you don't have any pensions, these steps can help resolve the issue:

Federal Wage Section: Go back to the federal wage section and ensure there are no entries in the state boxes or informational boxes like box 12, box 14, or boxes 15-20 on your W-2 that might prompt the form. Box 12 can include codes for retirement plan contributions, such as 401(k), 403(b), and 457(b) plans. Box 14 often includes additional information like state-specific pension contributions. Boxes 15-20 are used for state and local tax information, which might include state pension contributions.
Delete State: Go to the state section, click on the trash icon next to Minnesota (MN) to delete it.
Re-add State: Click "Add State" and add Minnesota (MN) back. This will reset the state section and allow you to walk through it again quickly.

SabrinaD2Answer

Federal Wage Section: Go back to the federal wage section and ensure there are no entries in the state boxes or informational boxes like box 12, box 14, or boxes 15-20 on your W-2 that might prompt the form. Box 12 can include codes for retirement plan contributions, such as 401(k), 403(b), and 457(b) plans. Box 14 often includes additional information like state-specific pension contributions. Boxes 15-20 are used for state and local tax information, which might include state pension contributions.
Delete State: Go to the state section, click on the trash icon next to Minnesota (MN) to delete it.
Re-add State: Click "Add State" and add Minnesota (MN) back. This will reset the state section and allow you to walk through it again quickly.

PensivePorcupineAuthor

I have two W2s as I switched employers last year. Both W2s seem to be entered correctly with no pension codes used in box 12. Boxes 12, 13, & 15-17 are not empty, but this is necessary to document my contributions and state tax/tax withholding information.

The M1QPEN form is automatically entering the name of a financial institution that provided me with a 1099-R that I entered in the federal retirement section of the income page. I already double-checked all the entries and they match the information on the 1099-R that I was provided. Are there any particular entries I should triple-check on this form? I would note that they did use the correct distribution code (H) in box 7 and boxes 14-19 are left blank on both the 1099-R and on TurboTax.com.

AntarcticPenguin

I am experiencing a similar issue to @PensivePorcupine. When reviewing my state return, I'm being prompted to fill in missing values on the M1QPEN form. Mine also appears to be pre-populating data from a 1099-R in my federal section. However the 1099-R is for a rollover. The account was not for a pension, nor was rolled over to a pension. And it has the correct distribution code of "G" for the direct rollover.

flaming8

Had the same problem. I ended up putting information into the form. God a clean state. Then went back in and deleted the form. From everything I read this form is not needed.

If I deleted the form before completing the review it would start me all over again. The above was the only way to get around it Maybe there will be an update later.

PensivePorcupineAuthor

@flaming8 where do you find the option to delete the form?

mmhaupt

Go to View, Forms. Then scroll down to the M1QPEN form and delete it.

Hedgehog1

Just got off the phone with a turbotax agent.

After an hour of torubleshooting, and DELETING the state form to do over, the agen finally got a response from higher up saying the 1099-Rs were "being held hostage" by the government until the 20th and there was nothing we can do about deleting the form or whatever until then.

Pknight

I resolved this issue by double checking the entries from all forms. The issue was simply the state abbreviation being listed in the State ID number box 15. I hope this helps!

dnp0909

I am having this same struggle. I checked all the boxes for accuracy. For the member who said they were told forms are ‘held hostage’ until the 20th, is that the 20th of Feb? Has anyone had any further success? I am ready to file, this is the only thing stopping me.

Hedgehog1

Yes, Feb 20th.

I'm glad it worked out for the other individual. I checked yet another time for accuracy for every single box, used the state with the number, deleted the state keeping only the number, deleted the state and number... nothing worked, deleted the M1QPEN form, it still pulled it up. Can't just delete the 1099-R for the federal. That's required.

The agent said they would call me when they came in for their shift on Feb 20th to make sure everything goes through properly.

HockeyMan1985

I believe I found the issue. When filling out form1099-R in your Federal return, TurboTax PC software is mistakenly copying either the Gross Distribution (your received 1099-R Box 1) or Taxable Amount (your received Form 1099-R Box 2) into State Distribution (TurboTax form 1099-R Box 16), which triggers a pension form M1QPEN later when filing your State.

This is a problem with TurboTax software because Box 16 is BLANK in the 1099-R Box 16 I received in the mail. Therefore, TurboTax is inserting a number into TurboTax Form 1099-R Box 16 all on its own. I did not type anything into Box 16, but the software puts a dollar amount there (remember, it's supposed to be empty in my case).

So, I fixed the issue and avoided the mistaken trigger for a M1QPEN. The solution was to open the Forms view in TurboTax software, go to your Federal area and look for your Form 1099-R (THE PAYER NAME HERE). Open that form. Delete the amount shown in State Distribution (TurboTax form1099-R Box 16) if the 1099-R you received in the mail shows that Box 16 is empty. Then, switch back to Step-by-Step mode and continue your State return. It should no longer bug you to "fix" an M1QPEN, plus the review will not trigger creating one of them.

Liljon50

I'm also having this same problem.

Tried all the other steps mentioned with deleting and adding etc etc .

Still no luck.

When will this bug be fixed?

Twonda

I've used Turbo Tax for years and my tax situation hasn't changed this year. I've never had to fill out this form or ever had this issue until this year. What the heck is going on??? I've tried all the things mentioned and nothing is getting me past this M1QPEN form. Turbo Tax what the heck is going on? When will this be fixed? This is the only thing holding me up on filing my taxes.

So frustrating!

Pknight

Hey Twonda, What I saw was causing in issue with this form is that there were letters in the State box 15 noted on the W2 and or 1099. This box should only include numbers. Let me know if this helps...