TT is not excluding social security income from Alabama Form 40, even though the information from SSA-1099 was entered correctly when doing the Federal side. How to fix?

Forum|Forum|1 year ago
February 2, 2025
1 reply
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Consequently, AL From 40 is showing more income then required, thus causing more tax to be due then necessary. I reviewed the Fed. side again and can't find any error that would cause the AL Form to not exclude the social security income (which isn't taxable).

DavidD66

Can you clarify a couple of things, please. Are you using TurboTax Online or TurboTax Desktop software? Where on Alabama Form 40 are you seeing your Social Security included as taxable income?

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nutin2itAuthor

Appreciate the reply. I did end up figuring it out. It so happens the social security income wasn't the culprit after all. It had to do with a ROTH IRA conversion (which is taxable in AL), but the program listed it under both the Traditional and Conversion side, so it counted it twice as income until I figured out that I needed to go in and edit those prefilled amounts from TT to remove the Tradition distribution as being taxable and just leave the Roth Conversion distro. Once I did that, it flowed correctly to the Form 40.