DaveF1006
Expert Alumni

Retirement tax questions

Yes it has. After you enter the 1099R in the federal program, the program will ask if this is a military retirement distribution. You will check the box that indicates that this is a military distribution.

 

After that, the exclusion will appear as a subtraction from federal taxable income in your SC1040 in line p4.

 

@jjdoylect333  

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