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Level 1
April 15, 2026
Question

Where on my 1099-R do I find Allowable US Uniformed Services retirement benefit deduction?

  • April 15, 2026
  • 1 reply
  • 46 views
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1 reply

Level 15
April 16, 2026

This North Carolina Department of Revenue website states:

 

Specifically, for taxable years beginning on or after January 1, 2021, North Carolina allows a deduction for the following payments received during the taxable year from the United States government:

 

a. Retirement pay for service in the Armed Forces of the United States to a retired member that meets either of the following: 

    1. Served at least 20 years. 

    2. Medically retired under 10 U.S.C. Chapter 61. This deduction does not apply to severance pay received by a member due to separation from the member's armed forces.

b. Payments of a Plan defined in 10 U.S.C. § 1447 to a beneficiary of a retired member who is eligible to deduct retirement pay under N.C. Gen. Stat. § 105-153.5(b)(5a)(a).

 

In TurboTax, in the North Carolina state income tax return, at the screen Retirement benefits received by a member of the US Uniformed Services, enter the deduction.

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