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Level 2
posted Jan 29, 2023 7:40:53 PM

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

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

0 2 990
2 Replies
Expert Alumni
Jan 30, 2023 5:51:25 AM

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.  

Level 2
Feb 1, 2023 2:25:04 PM

Perfect answer! I appreciate the assist.