SteamTrain
Level 15
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Tax help for military filers

@jp4miller 

It is "either" at least 20 years service, or medically retired if earlier than 20 years.

 

 The $$ amount comes from box 2a of your DFAS  1099-R.

BUT

IF you have already claimed it under the Bailey Settlement, you cannot claim it again under the new Uniformed Services exemption...one or the other, not both.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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