Sir/Madam,
In working on my CA State tax return, I ran into a problem in the Pension and Annuity Adjustment section. The TurboTax software entered 'Military Pension Exclusion' in the Description cell and '$20,000' in the Subtraction cell. Not knowing what this was about, I clicked the 'Learn More' link below the Table. It appeared I qualified for the exclusion except my military 1099-R had no block number 16 and it had no block with the letter M in it.
I searched the internet to find more information this Exclusion form the CA legislature perspective. I found that there are two applicable bills, Senate Bill 1 (SB1) and Assembly Bill 53 (AB53). AB53 passed on May 29, 2025 but SB1 died on February 2, 2026 and there is no successor Senate bill. It seem apparent this exclusion will not be approved in time for our 2025. Would you fix this please?.
I use the MS Windows desktop version of TurboTax Deluxe (with CA State).
Reference: trackbill.com
Thank you,
Dana Olson
