Federal law does not permit states to tax any railroad retirement, disability income, unemployment income and sickness benefits received from the railroad board that is reported on RRB-1099-R. The program will automatically subtract railroad retirement income on the Utah state return.
What about Qualified Retirement Plan Distributions?
If you received a distribution from a qualified IRC Section 401 retirement plan and it was included in your federal Adjusted Gross Income, you may subtract the amount, if when paid into the plan the amount was:
- Not included in your Federal Adjusted Gross income, and
- Taxed by another state, the District of Columbia, the United States or U.S. possession.
Where do I enter this in the program?
To make this manual entry within the program, go to:
- State Section
- Edit Utah state return
- Begin on Subtractions from Income
- Begin on Subtractions from Income (again)
- Enter amount and select Qualified Retirement Plan Distributions from the drop down menu
- Continue to save