Carl
Level 15

Tax help for military filers

Please note that I personally am not familiar with the ProConnect series software. I can only assume that an over-ride will be necessary, just as it is in the TurboTax program.

Assuming the rule at https://www.irs.gov/individuals/military/special-tax-considerations-for-veterans is what applies here, and further assuming the 2018 tax return has not yet been filed, you'll have to invoke an over-ride to manually enter necessary numbers on the required forms. Additionally, per the IRS the return will have to be mailed along with a copy of the VA letter to substantiate the tax exclusion amount from the amount reported in box 2 of the 1099-R.

Finally, I was of the impression that ProConnect has it's own support forum since it's only for use by CPAs, EAs and paid tax preparers. From what I see, it's at https://accountants-community.intuit.com/proconnect-proseries-us-en

Have things been changed now so that you are actually directed to this forum?