Arizona State Tax Exemption of $3500 on Retired Military Pay. Why Turbo tax doesn't advise user on this deduction when doing taxes? costly error on their part

Forum|Forum|6 years ago
February 4, 2020
5 replies
39 views

No text available

TurboTax Premier Online

DMarkM1

Alumni - Intuit

If you indicate you are an AZ resident and former military in the "My Info" section, then after you enter your 1099-R information you will get to a page in the federal interview asking "Where is this distribution from?" The first choice is "Federal Government Pension". If you select that you will get the $2500 exclusion on your AZ return.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

stanfalconAuthor

Level 2

Thanks but the deduction is 3500 not 2500. Also if they see i get a military retirement 1099r n transfer my info from federal where it ask were you military n thanks for your service then it should alert you of deduction. even thier question or help area show 2017 deduction of 2500.

I called thier support n want me to pay 90 bucks to ask an accountant, last time using this product . shame on them

DMarkM1

Alumni - Intuit

Understand and yes it is $3500 exclusion for military retired pay and you should select the button labled "retired or retainer pay of the uniformed services of the US" vice the "Federal Government Pension" in the 1099-R follow on questions.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"