The only place I know is when you enter a 1099R for military retirement from DFAS. Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security T...
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The only place I know is when you enter a 1099R for military retirement from DFAS. Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start After you enter the 1099R keep going and you will come to a screen Where is your distribution from? Military retirement distribution Other distribution If you pick Military the 20,000 is subtracted on Schedule CA (540) on line 5 pensions. For taxable years beginning on or after January 1, 2025, and before January 1, 2030, California allows qualified taxpayers to exclude from gross income up to $20,000 of retirement pay from the federal government for service in the uniformed services or annuity payments received pursuant to a U.S. Defense Department Survivor Benefit Plan.