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New Member
posted Jan 23, 2023 12:27:13 PM

military - civil service retirement

My military time rolled into my navy civil service retirement.  Can I claim it all as military retirement in my Indiana state taxes?

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1 Best answer
Expert Alumni
Jan 24, 2023 10:17:34 AM

No, you can not claim it as a military retirement income deduction for your Indiana state taxes unless you receive a military retirement pay statement from DFAS (Form 1099-R). Please see instructions IT-40, page 20, for more details. 

 

However, you may receive additional deductions related to civil service annuity adjustment if you were at least 62 years of age by the end of the tax year and/or a surviving spouse of a civil service annuitant. Please see this bulletin for more details.

 

1 Replies
Expert Alumni
Jan 24, 2023 10:17:34 AM

No, you can not claim it as a military retirement income deduction for your Indiana state taxes unless you receive a military retirement pay statement from DFAS (Form 1099-R). Please see instructions IT-40, page 20, for more details. 

 

However, you may receive additional deductions related to civil service annuity adjustment if you were at least 62 years of age by the end of the tax year and/or a surviving spouse of a civil service annuitant. Please see this bulletin for more details.