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Deductions & credits
The fed pension is usually fully taxable and reported on the return ... only the VA benefits are automatically non taxable and no tax reporting form will be issued. If there was a determination that the reg pension would be reduced because some/all of it is now non taxable and you have to manually adjust the already issued 1099-R then follow the instructions already posted. Going forward the 1099-R should be adjusted by the government automatically.
‎September 11, 2022
10:59 AM