DanielV01
Expert Alumni

Retirement tax questions

Yes, you are correct.  In the State Taxes section, you will see a screen, About Your Retirement Distributions.  You will hit the "Edit" button next to the military 1099-R.  The next screen asks if it is a non-taxable pension, to which you will answer yes.  The income will be excluded.  Here is a screenshot to assist you with what to look for:  

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

View solution in original post