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Level 1

Part of my military pay is active duty, and part are reserve. Not sure if I should check that the W-2 is active duty or not.

 
10 Replies
Level 1

Part of my military pay is active duty, and part are reserve. Not sure if I should check that the W-2 is active duty or not.

If you received one Form W-2 from DFAS, part of which was for active duty and part for reserve duty, check that the W-2 was for active duty

Why? Because at least part of it was for active-duty. The program asks this question to prompt additional questions that might affect your tax situation. If they apply to your AD service (or don't), answer accordingly.
BE2
Level 1

Part of my military pay is active duty, and part are reserve. Not sure if I should check that the W-2 is active duty or not.

I am in a similar situation: my single W-2 contains mostly reserve duty pay and some active duty pay. I am an Arizona resident, so only the reserve pay is taxable (AZDoR Pub 704, Q26). When I check that the W-2 is active pay (as advised above) in TurboTax, the Arizona form states I owe no taxes at all. This seems incorrect to me. Please advice.
Level 1

Part of my military pay is active duty, and part are reserve. Not sure if I should check that the W-2 is active duty or not.

Is the active-duty pay for training purposes (basic or advanced) or was it for Annual Training or statute active duty?
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BE2
Level 1

Part of my military pay is active duty, and part are reserve. Not sure if I should check that the W-2 is active duty or not.

It was a yearly Annual Training which lasted for 45 days and was considered active duty.
BE2
Level 1

Part of my military pay is active duty, and part are reserve. Not sure if I should check that the W-2 is active duty or not.

@TurboTaxToddL Any luck in getting an answer? Thanks in advance for your assistance.
Level 1

Part of my military pay is active duty, and part are reserve. Not sure if I should check that the W-2 is active duty or not.

That was a pretty long AT!
For retirement purposes, it does count as "active-duty" time, but AT is still considered reserve pay for tax purposes. You'd have to be mobilized or at least on extended active duty orders.
BE2
Level 1

Part of my military pay is active duty, and part are reserve. Not sure if I should check that the W-2 is active duty or not.

@TurboTaxToddL Thank you for the information. If it helps for further clarification, I'm in a unique program where my medical education is paid for by the US Navy. This most likely accounts for the long AT period.

To confirm, I do not select "active duty military" for the "Do any of these uncommon situations apply to the W-2?" section. Is this correct?
Level 1

Part of my military pay is active duty, and part are reserve. Not sure if I should check that the W-2 is active duty or not.

That would be correct. BTW, two of my children are Navy doctors, both at Walter Reed.
Level 1

Part of my military pay is active duty, and part are reserve. Not sure if I should check that the W-2 is active duty or not.

(well, one is in Iraq at present)
BE2
Level 1

Part of my military pay is active duty, and part are reserve. Not sure if I should check that the W-2 is active duty or not.

@TurboTaxToddL Thank you for the information and I look forward to working with them soon!