How does a military retiree claim their credit (code AJ) in turbotax so I would not have to pay state tax in Utah?

rewolf59 · ‎January 29, 2023

Utah recently passed a bill that allows military retirees to be exempt from paying Utah state tax starting Fiscal year 2022.

DMarkM1 · ‎January 30, 2023

You are correct your military pension is not taxed in UT. When entering your 1099-R in the federal "Deductions and Credits" section you will have follow on question that asks if your 1099-R was for a "Military Pension" you will need to select that button. The page after that you should select "Non-Qualified" for a military pension. Finish the section interview.

This will exclude the military retirement 1099-R from UT taxable income.

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rewolf59 · ‎February 1, 2023

Perfect answer! I appreciate the assist.

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How does a military retiree claim their credit (code AJ) in turbotax so I would not have to pay state tax in Utah?