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jp4miller
Returning Member

NC State Taxes

I am retired military with over 20 years of service.

I'm using Turbo Tax Deluxe and in the State Tax section it asks me to insert the 'Allowable US Uniformed Services retirement benefit deduction'. Where do I get that number from?

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1 Best answer

Accepted Solutions
SteamTrain
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

NC State Taxes

@jp4miller 

It is "either" at least 20 years service, or medically retired if earlier than 20 years.

 

 The $$ amount comes from box 2a of your DFAS  1099-R.

BUT

IF you have already claimed it under the Bailey Settlement, you cannot claim it again under the new Uniformed Services exemption...one or the other, not both.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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2 Replies
ThomasM125
Expert Alumni

NC State Taxes

That would be the medical military retirement benefits you included in your gross income as per this from the North Carolina Department of Revenue:

 

 

Here is a link to the article: NC military pay exclusion

 

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SteamTrain
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

NC State Taxes

@jp4miller 

It is "either" at least 20 years service, or medically retired if earlier than 20 years.

 

 The $$ amount comes from box 2a of your DFAS  1099-R.

BUT

IF you have already claimed it under the Bailey Settlement, you cannot claim it again under the new Uniformed Services exemption...one or the other, not both.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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