I am 100 service connected disable veteran and want to include the retirement pay income tax deduction per state of Maryland. Need help to include this exempt deduction.

According to https://veterans.maryland.gov/maryland-tax-benefits/

Military service connected disabled veteran allow to subtract up to $5000 from their retirement income for State tax filing. I met this criteria but could not find anywhere on Turbo Tax to include this exemption. Please advise!

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New Member

Jun 1, 2019 11:50:14 AM

This is from the TurboTaxOnline search:

Where do I enter maryland military retirement reduction of income?

It should go on form 502SU line u. How can I enter the 5,000 into line u of 502SU? It will not let me edit the line.

TurboTax will take care of this automatically.

Maryland will exclude:

Up to $5,000 of military retirement income received by a qualifying individual during the tax year if the taxpayer has not yet attained the age of 65; or up to $10,000 of military retirement income received by a qualifying individual if the taxpayer is age 65 or over.

After the 1099-R entry screen (on the federal side):

On the Where is this Distribution From screen, mark the radio button for Military Pension or Active duty military retirement [depending on the version of TT].
Enter the distribution amount (if it's not already there) and click Continue.
On the screen Was This Distribution from a Qualified Plan, mark the blue Non-Qualified Plan box.

TurboTax will calculate the exclusion on your MD return.

By: TurboTaxIrene

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I am 100 service connected disable veteran and want to include the retirement pay income tax deduction per state of Maryland. Need help to include this exempt deduction.