Tax help for military filers

Maybe.

 

Sometimes a setting internally has the same value as another setting....like if the NY State pensions have the same exemption code as Military pensions do......then if you re-edit the 1099-R form, the selection resets to the first selection on the follow-up page.   In that case you just set it once and leave it alone.   Internally they are the same....exemption-wise.

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@rjs 

You work with NY?  does the NY State Employee pension setting selection for a 1099-R do a reset to "appear" to be Military if you edit the 1099-R after the first time thru?  (and is the actual form code the same for both)

 

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