DaveF1006
Expert Alumni

State tax filing

No, you shouldn't need to manually input the deduction. To see if this worked, I created a test scenario for myself:

  • In order for me to claim, I must be 62 years old or older. I created a birthdate that put me over that age range.
  • I reported my annuity was $54,000 and my taxable social security was $5000..
  • I checked the Indiana tax summary and i got a deduction for $16,000-2,654 (the taxable amount of social security)=$13654.
  • Before I did this, i did go to the section in my Indiana return that stated Here's the income that Indiana handles differently
  • Then checked start under Civil Service Annuity Deduction.  I don't know if this makes a difference but i was able to claim the deduction in my return.
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