The Ohio military
retirement exemption is handled in the state return, but as you're going
through 1099-R follow up entry screens on the federal section double-check that
the IRA/SEP/SIMPLE box was not checked and that the
plan is a non-qualified plan.
While
working through your OH return:
- Watch for
the screen titled " Here's the income that Ohio handles
differently?" (see screen shot)
- Click Start
next to Military and Civil Service
retirement income
- Click Yes
to the question Did you receive
military retirement income or federal civil service pension income in
2016? on the screen titled " Military Retirement or Civil Service
Income".
- On the next
screen " Military Retirement and Civil
Service Pension Income", enter the amount of your taxable military
retirement (Form 1099-R Box 2a) in the box to the right of Military retirement income included in federal
income. (see screen shot)
This should exempt your military
retirement from Ohio.
