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Employee
June 14, 2020
Question

MASSACHUSETTS TAX EXEMPT PENSION

  • June 14, 2020
  • 1 reply
  • 0 views

As I'm going thru the state portion of my return with Turbo Tax Deluxe  I come upon "Pension Adjustments-Federally Taxable". I entered from my 1099R the amount that's listed in block  2 a :Taxable amount into the blank box  "non-taxable Massachusetts Pension".  My 1st question am I doing it correctly? Then it indicates the following message: After manually entering an exclusion amount above, you will not be eligible to electronically file your Massachusetts tax return. My question to that is why?

    1 reply

    June 24, 2020

    How do I enter to have my Massachusetts Teacher's Tax Exempt Pension on my Federal return so that it is exempt on my Mass State Tax Return?

    fanfare
    Employee
    June 25, 2020

    As you are going through the state portion of your return with Turbo Tax Deluxe  you may come upon "Pension Adjustments-Federally Taxable".

    Employee
    June 26, 2020

    I'm aware of that. But you didn't read my question to what I was asking?