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J
jlaroux1
January 31, 2025
Question

Mississippi PERS retirement is not state taxable. In previous years, there was a place to check on the 1099-R to exclude from state tax but I do not see it this year.

  • January 31, 2025
  • 1 reply
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    1 reply

    B
    BillM223
    January 31, 2025

    In the Online product, in the Mississippi interview, you should see this screen:

     

     

    Under Payor Name you should see the State of Mississippi, or whatever name you entered when you input the 1099-R ("Myself" here). Then click on Edit on the far right, which will bring you to the next screen:

     

     

    Check the box at the bottom to see if this will exempt your 1099-R amount from Mississippi taxable income.

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