BillM223
Expert Alumni

Tax help for military filers

1. Did you indicate in the 1099-R interview that this was a military pension, in the screens after you enter the 1099-R?

 

2. In the Missouri interview, did you see the screens starting with "Missouri Pension and Retirement Adjustment"? The screens that follow should show you the calculations.

 

A brief glance suggests that your Social Security is netted against your military pension. Then look at Form MO-A, Part 3, Sections A, D, and E. If Section E is zero or blank, then your military pension exemption got reduced to zero.

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