Solomonstax
Level 2
03-13-2022
06:50 PM
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Yes I was. Under the Federal 1099-R Worksheet under the state tax withheld information area, after Box 16-1 there is a spot that says STATE USE CODE (SEE HELP) in that blank area type a CAPITAL M. The spot sits right under Payer's state NO. Then when you open the state it should calculate and exclude the retirement income. Make sure it is a CAPITAL or it will not work.