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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

    1 reply

    March 11, 2021

    Yes, enter your OPM Pension in your Federal Return first.

     

    Click this link for more info on How to Enter 1099-R.

     

    Any amount that is excluded from Federal Tax is also excluded for Massachusetts.

     

    This link has more info on OPM Pensions in Massachusetts