TerryA
Intuit Alumni

Retirement tax questions

Are you referring to Form 502SU line 'u'? And not the pension exclusion on Form 501 line 10a or 10b? Those are different things and you are correct that the military retirement on 502SU line 'u' should be the lesser of $15K or your total military retirement $$.

It sounds like you are referring to what happens to a retired Correctional officer/Law enforcement/etc. pension adjustment when there is also SS benefits received and that goes on Form 502 line 10b.

I'm going to put in the Answer box how to tell TurboTax that a 1099-R is military retirement. That will get you the proper deduction you are asking about.