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Screen AL1099R - Alabama Pension and Annuity Distributions (1040)
Show all hidden content
Overview
Use this screen to complete Alabama Pension Taxability Worksheets 1 and 2, and to calculate the Non-Business Income section of Form NOL-85.
Retirement Information
Use this section to complete the Alabama Pension Taxability Worksheets 1 and 2; Alabama Schedule E, Part I, Section A; and the Non-Business Income section of Form NOL-85.
Total value of account at year end
The amount entered here is used to calculate Alabama Pension Taxability Worksheets 1 and 2. This field applies only to IRA, SEP, Keogh, 401(k), and 403(b) distributions that were not fully taxable.
Nondeductible contributions
The amount entered here is used to calculate the Alabama Pension Taxability Worksheet. This field applies only to IRA, SEP, Keogh, 401(k), and 403(b) distributions that were not fully taxable.
Amounts withdrawn and excluded in previous year
The amount entered here is used to calculate Alabama Pension Taxability Worksheet 2, Part I, Section A. This field applies only to IRA, SEP, Keogh, 401(k), and 403(b) distributions that were not fully taxable.
Form 1099R - Retirement Distributions
Use this section to complete the following:
- Alabama Pension Taxability Worksheets 1 and 2
- Form 40 or 40NR, Page 2, Part I
- Form NOL-85, the Non-Business Income section
The information in this section transfers from the federal
1099
screen. For more information, see the input screen help for the federal 1099R
screen.State use
The treatment of retirement income in Alabama is dependent on the state use code entered in the federal
1099R
screen. The code you enter in the 1099
screen automatically transfers to this field. To change the code, selectF4
and select Alabama
from the dropdown list of available state use codes.The table that follows lists the codes and the resulting treatment.
Code |
Description |
Treatment |
|---|---|---|
2 |
IRA / Nondeductible Contributions |
Triggers the generation of Alabama Pension Taxability Worksheet 2. |
17 |
Keogh / Nondeductible Contributions |
Triggers the generation of Alabama Pension Taxability Worksheet 2. |
25 |
Post 12/31/86 - Not Fully Taxable |
Triggers the generation of Alabama Pension Taxability Worksheets 1 and 2. |
26 |
Pre 1/1/87 - Not Fully Taxable |
Triggers the generation of Alabama Pension Taxability Worksheet 2. |
40 |
401(k) / Nondeductible Contributions |
Triggers the generation of Alabama Pension Taxability Worksheet 2. |
41 |
403(b) / Nondeductible Contributions |
Triggers the generation of Alabama Pension Taxability Worksheet 2. |
50 |
SEP / Nondeductible Contributions |
Triggers the generation of Alabama Pension Taxability Worksheet 2. |
75 |
Pension Adjustment |
Use this code to indicate distributions that aren't taxable for Alabama. Retirement income with this code doesn't appear on Form 40. |
Pension and Annuity Information
Use this section to complete Alabama Pension Taxability Worksheet 1 and the Non-Business Income section of Form NOL-85. The information in this section transfers from the federal
1099
screen.Form RRB-1099-R
The amount in this section transfers from the federal
1099
screen and to Alabama Schedule A - Itemized Deductions.