turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

My husband from the Navy after 22 years. He retired in 1998. He currently works for the National Guard in Indiana. What do we mark?

My husband retired from 22 years active duty in the Navy.  He now works for the Indiana National Guard   Can he take the military service deduction?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

My husband from the Navy after 22 years. He retired in 1998. He currently works for the National Guard in Indiana. What do we mark?

Yes, he should qualify for both his Navy retirement and National Guard income. 

You are eligible to take a deduction if the income you report on your income tax return includes active or reserve military pay.
Also, if you are retired from the military or are the surviving spouse of a person who was in the military, you may be able to take this deduction if:

  • You were at least 60 years of age by the end of the year;
  • You were receiving military retirement or survivor's benefits during the year; AND
  • The total benefits received as retirement income were reported on your federal return

Source: http://www.in.gov/dor/5863.htm#militaryservice

View solution in original post

1 Reply

My husband from the Navy after 22 years. He retired in 1998. He currently works for the National Guard in Indiana. What do we mark?

Yes, he should qualify for both his Navy retirement and National Guard income. 

You are eligible to take a deduction if the income you report on your income tax return includes active or reserve military pay.
Also, if you are retired from the military or are the surviving spouse of a person who was in the military, you may be able to take this deduction if:

  • You were at least 60 years of age by the end of the year;
  • You were receiving military retirement or survivor's benefits during the year; AND
  • The total benefits received as retirement income were reported on your federal return

Source: http://www.in.gov/dor/5863.htm#militaryservice

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question