DMarkM1
Employee Tax Expert

Retirement tax questions

You are correct.  OR excludes military retirement pay for service before Oct 1991.  First be sure when you enter the 1099R information you answered the follow on questions indicating a Federal Government Retirement and non-qualified plan distribution. 

 

Next in the OR state interview you should arrive at a page entitled "Here's income that OR handles differently".  One of the categories will be the IRA and Pension Distributions. You'll edit that category and be sure the box that reads "I received federal pension for service before Oct 1991..." is selected.

 

The next page you will need to "Edit" the Federal Pension that is there.  You will enter the start and stop dates for your federal service in that interview.

 

 

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