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April 13, 2020
Question

retirement tax excempt in Alabama but nothing to mark that on state form

  • April 13, 2020
  • 1 reply
  • 0 views

My husband retirement is tax except in Alabama but nothing in turbo tax identifies that. How to I mark that?

    1 reply

    AmyC
    Employee
    April 13, 2020

    Follow these steps:

    1. In the AL return,
    2. go to the Income section and click edit/update
    3. continue until you see
    4. screen About your Retirement Distributions
    5. Click Edit next to the pension
    6. Alabama Special Handling of This Distribution?
    7. Select Yes for not taxed by Alabama

     

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