JulieR
Expert Alumni

Retirement tax questions

If you are eligible, you will need to file an amended tax return (Form 1040X), for the tax years to which this pertains, in order to claim a refund.  Generally, you have 3 years to file an amended return in order to receive a refund. To amend your returns, use the following instructions: https://ttlc.intuit.com/replies/3288565

The following IRS link provides additional information about this Special Tax consideration for veterans.

https://www.irs.gov/individuals/military/special-tax-considerations-for-veterans