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Most 1099-R forms have box 16 empty, but many states require you enter the distribution amount from either box 1, or box 2a. If box 1 and box 2a are the same, then there's not a problem in deciding which to use.
There should then be a follow-up page that lets you either select that the $$ are from a Military (or perhaps Govt) pension that automatically takes that $$ amount out of IN income....or perhaps the deduction occurs when you go thru the Indiana interview.
(perhaps @Rick19744 knows in which area the Indiana software works it out)
Thanks for the reply SteamTrain. After thinking about it some more, I agree entering the amount from box 1 (Boxes 1 and 2a are the same amount) into box 16a is the best option. The State portion of the software should realize Indiana doesn't tax Military pensions and hopefully issue a refund for the $120 paid this year. -Kent
Still, check your forms before actually filing (Save to PDF on your own computer) to make sure those $$ get taken out of the Indiana income (in some subtraction of some kind).
Just getting a 1099-R form DFAS does not mean it will get recognized as "military". Other than the name of the Payer, the 1099-R form is the same as any other pension.
Somewhere, either in a follow-up page when entering the 1099-R in the Federal section, will require you to indicate it is Military, or somewhere in the Indiana interview you will designate it as such.
A few comments:
Thank you for the additional guidance Rick. I will definitely be careful in filling out the state form to make sure it is correct.
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