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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.
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
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.
My wife and I are both military retirees and the AZ portion of the exemptions is only indicating a 2500 reduction. Last year Turbo did it right and indicated a dual military retiree exemption. Have went back to Federal Income section to ensure that retired military pay are selected for both of us. Also understand that this exemption is now 3500. Is there a update for AZ tax forms coming?
1. Check "My info" section to ensure both you and spouse have selected the buttons for "Former Military" and "Retired" in the interview questions.
2. Next check the 1099-R entries.
3. Check that you have indicated that one 1099R belongs to each of you.
4. Be sure that both the1099-Rs have the button "retired...uniformed services..." selected and the "non-qualifiied plan" button is selected for both.
The go back through the AZ interview to see that both of you have now have $3500 deducted on the retirement pay summary page.
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