BillM223
Expert Alumni

Retirement tax questions

RichN

 

   TurboTax does ask if your retirement income is military, but it doesn't do it in the state interview but in the screens after you enter the 1099-R. If you have already entered your state of residence (in Personal Info), when you enter the numbers from the 1099-R, As appropriate, TurboTax asks you what the source of the retirement income is, so that it can be handled correctly on the state level.

 

It seems that a lot of taxpayers skip right over this.

 

@RichN 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"