How do I remove my military pension from my adjusted gross income for state taxes purposes?

[SabrinaD2]

Clarify the state you are inquiring about.

[flisur]

I am filing state taxes in Utah which excludes 100% military pension without any income caps.  Turbo Tax still included my pension in UT state AGI which is incorrect.  How do I correct this?

[MaryK4]

You must go to the 1099-R entry in the federal taxes section and indicate it is a Military pension to get the Military Retirement Credit.  @flisur

[flisur]

Mary, I did that from the beginning (annotate as pension) but Turbo Tax keeps showing my AGI for Federal and State as the same despite that.  I believe there is an algorithm problem because clicking the "?" explanation indicates turbo tax believes there is an income cap for UT which there is NOT.

[BrittanyS]

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)