adbrannon
New Member

Deductions & credits

Hi,

   Similar situation and Im filing online.  H&R block doesn't ask the military question for me to be given the exception.  I spoke with military one source to get their take on it and as long as we meet the publication 523 2 year rule we can be excluded.  Meaning, you have to have lived 2 out of the 5 years in the home.  If you PCSd after 2 years, they extend the time to 10 years if you were on duty >50 miles from your home.  Read both publications thoroughly.  

 

IRS Publication 3 page 18 https://www.irs.gov/forms-pubs/about-publication-3

 

IRS Publication 523 page 4 and 5 https://www.irs.gov/forms-pubs/about-publication-523