Question

How does one get to the screen that says Massachusetts Special Handling About This 1099-R?

Forum|Forum|5 years ago
March 12, 2021
1 reply
0 views

No matter what I do, TurboTax does not present the Special Handling Scree

TurboTax Premier Online

AmyC

Employee

Follow these steps:

Go to the federal income
Scroll down to your 1099-R
Edit
Scroll down to the state section, verify MA in box 15
continue, continue, continue, continue
Public Safety Officer? continue
Select your state
Select Mass box
Continue
Special handling
fill in your info

You can now exempt many types of state retirement income at that screen.

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D

devlin3151Author

This screen does not come up. This is not for a Public Safety Officer (although checking that box makes no difference.) I went through this with at TT employee last Saturday who could not find it either. He said it would be fixed in a week or due because they did not have information from the Commonwealth of Massachusetts. Also, the page that asks if this was a regular contribution always defaults to "No" no matter how many times "Yes" is checked.

AmyC

Employee

It is coming up on my screen. Are you using the desktop version? Maybe it needs to be updated? I am using desktop.

The program has a few questions it feels are very important and those blank out and make you answer them again. The regular contribution is a key tax question as it determines how it is taxed.

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