DMarkM1
Employee Tax Expert

Retirement tax questions

1.  Check "My info" section to ensure both you and spouse have selected the buttons for "Former Military" and "Retired" in the interview questions. 

2.  Next check the 1099-R entries. 

3.  Check that you have indicated that one 1099R belongs to each of you. 

4.  Be sure that both the1099-Rs have the button "retired...uniformed services..." selected and the "non-qualifiied plan" button is selected for both.

 

The go back through the AZ interview to see that both of you have now have $3500 deducted on the retirement pay summary page.  

 

  

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