Tax help for military filers

IF the DFAS 1099-R was for a person's military service (usually 20 yrs or longer, unless medically discharged).

Then Yes, it is considered a Military Pension....even if a surviving spouse is getting it after the original recipient's death.

 

In general, it doesn't make a difference on a federal tax return, but some states exempt those $$ form state taxes if the pension is a Military pension from DFAS.

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