DMarkM1
Expert Alumni

Tax help for military filers

There is no credit form to enter since this tax benefit is an exclusion of income not a credit.  When you enter your 1099-R information you will get to a page asking "Where did this distribution come from?" You should select the "Retired or Retainer ...from Uniformed Services" button.  That will exclude $3500 from your AZ income.

 

 

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