The representative from the Utah Tax Commission who presented to the AARP TaxAide group in Utah stated that both Social Security and Military Retirement Credits can be taken at the same time. The wording in the Retirement Tax Credit (Code 18) section that is referenced is misleading/misunderstood. See the instructions for the Social Security (Code AH - https://incometax.utah.gov/credits/ss-benefits) and Military Retirement (Code AJ - https://incometax.utah.gov/credits/military-retirement) credits and they only mention that they cannot be taken with the Retirement Tax Credit (Code 18). It is not the case that you get only one or the other. Contact the Utah State Tax Commission to get it straight from them. I already have.
