March 11, 2021
Question
Unable to electronically file because my OPM pension is tax exempt
- March 11, 2021
- 1 reply
- 0 views
All,
I entered my 1099-R for my OPM pension and when I ran the review in TurboTax it gives me the following error message:
Form 1: Tax-Exempt Pension should not be entered directly on Form 1 for State Electronic filing. You should enter the information on the Federal Return, Form 1099-R and/or use the Pensions and Annuities Smart Worksheet to make any tax-exempt adjustments.
If I enter "0" on MA Form 1 Line 3 "Tax-exempt portion of pensions and annuities", Turbo Tax increases my MA state tax liability.
If I enter my pension amount, Turbo Tax continues to give this error message.
Any suggestions?
Patrick