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Tax help for military filers
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.*
‎February 28, 2024
3:48 PM