Scotto1
New Member

Tax help for military filers

I was also dealing with the error message on the Retirement Benefits Deduction Worksheet about Bailey benefits needing to stay below taxable pension: 

 

 "Retire Ben Wks: Bailey-TP. Your total Bailey retirement benefits deduction cannot exceed $109,156., the total taxable pensions on your Federal return." [The amount show as being claimed is $100,802.]

 

In my case, I called the Turbotax help line and the pleasant assistant did some research. She explained that I needed to uncheck the "IRA/SEP/SIMPLE" box for each 1099-R entry in Turbotax, even if that box was checked on the original 1099-R. That fixed it for me.