Thanks and that is what I did but "I" did that. You say it automatically transfers to the NE form, but it doesn't. Yes, my income did - but why not automatically do the exclusion too?
It seems to me, that should be an automated process via TT since I already entered the 1099-R information indicating it was from DFAS. I should not need to manually do that.
It would be good too if when you click on Military Retirement Pay Exclusion in the NE TT return and the On Demand Tax Guidance window pops up, if the information there said to include that value from Box 1 of the 1099-R. It just says, "Enter the amount of military pension included on line 5b, Federal Form 1040 or 1040-SR, page 1."
Why can't TT do that for us?
