1040 states: Indicating pension distributions as exempt from state taxation

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Question

My client's state exempts all or a portion of certain pension distribution from state income tax. How do I indicate a pension distribution that is exempt from state taxation?

Answer

In Screen 1099R, enter the postal code in the State field, and then choose the appropriate code for the type of exempt pension in the State use field.

Related topic: 1040 state - Common data entry questions

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