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Level 1
April 20, 2021
Question

How to designate a pension as exempt from state-tax? Entering "0" for "State Taxable Amount, if different" on 1099-R input screen, isn't working

  • April 20, 2021
  • 1 reply
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1 reply

sjrcpa
Level 15
April 20, 2021

0 is -1 in Lacerte and PTO.

Why is it exempt from state tax? There's liable to be a box to check or code to enter.

The more I know the more I don’t know.