SusanY1
Expert Alumni

Retirement tax questions

Yes, the amount your mother received from your father's military retirement pay would all be considered qualifying military retirement pay and you enter that amount as the answer to that first question. 

The surviving spouse retirement pay question would be for non-military retirement pay that she received from accounts where she was the beneficiary. This is where you enter the amount of the non-military retirement pay followed by your father's date of birth and the amount. (This is because this deduction is limited based on the age of the individual.)  

 

If she has her own retirement accounts from work, those are yet another entry.  

 

I know the South Carolina rules are confusing but it sounds like you've got it from here and will receive the maximum deductions that she's entitled to for the retirement pay.  If you continue to have questions, though, of course come back and we'll be happy to assist further.  


 

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