Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
K
kevin4279
March 18, 2025
Question

I received a 1099 for taxable distributions. Turbotax is treating the income as taxable federally (correct) but exempt for state (incorrect). How can I fix this?

  • March 18, 2025
  • 1 reply
  • 0 views
The state return is MA. When I manually adjust the state exempt amount to match 1099-R and treat the distribution as taxable for MA, it says I can't e-file.

    1 reply

    J
    JamesG1
    March 25, 2025

    Income from most private pensions is taxable in Massachusetts and certain government pensions are exempt under Massachusetts law.

     

    What is the nature of the pension that is causing this issue?  What is the name of the issuer of the pension distribution?

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    TurboTax Sign In Widget
    TurboTax flag icon

    Unlock tailored help options in your account

    Create an account
    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Terms & ConditionsCookie settingsAccessibility statement
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2022 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
    of Intuit Inc. Terms and conditions, features, support, pricing, and service options
    subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by
    C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    Accessibility

    TRUSTe nResult Certified e-File C-Level Security Certification