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Forum|Forum|2 years ago
February 20, 2024
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How do I add copies of Fed forms to my state return

xmasbaby0

Employee

Information flows from your federal return to your state return. You do not have to "add" them---they flow over automatically. Once you have everything completed on your federal return you can move on to the state form and just go through the screens that help with issues specific to your state.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Dan83Author

I thought that too but that is not always true. My last 2 years of Missouri tax's were rejected by the state of Missouri. when I finally got a hold of a person at the Missouri department of revenue they told me that no 1099R's were attached to the efile. When I contacted Turbo tax they told me it was my responsibility to review the forms and if a state required more info that I was to provide it.

So this year I am going to give the state of Missouri what they they need before they reject my return.

In addition to the 1099R issue I have a further issue of medical expense payments. Missouri allows a Med Expense deduction, but I am taking the standard deduction in Fed Filing. Therefore the med expense data is not loaded in my state filing so it looks like I will have to do that manually also.

xmasbaby0

Employee

@Dan83 There are some states that allow itemized deductions even when you used standard deduction on your federal return. Even if you will use standard deduction on your federal return, you can enter the medical expenses--or other various itemized deductions -- into the federal program and they will flow over to the state for you. If your state allows the deduction it should already be in the state return for you.

Not sure what happened with your 1099R. Did you enter it correctly in the federal software?

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.