You'll need to sign in or create an account to connect with an expert.
Box 2a is for the federal return, not the state return.
Depending on the state, you will be asked about the source of this 1099-R income. Some states ask right after you enter the 1099-R on the federal return, other states ask as part of the state interview what the source of the income is.
Oklahoma appears to do this in the state interview. On the screen in the Oklahoma interview headed "Pension Income", answer "yes". On the next screen(s), you will be asked about each 1099-R by the name that you entered on the federal return. Indicate that your Military retirement 1099-R was military, and TurboTax will handle the exclusion.
Box 2a is for the federal return, not the state return.
Depending on the state, you will be asked about the source of this 1099-R income. Some states ask right after you enter the 1099-R on the federal return, other states ask as part of the state interview what the source of the income is.
Oklahoma appears to do this in the state interview. On the screen in the Oklahoma interview headed "Pension Income", answer "yes". On the next screen(s), you will be asked about each 1099-R by the name that you entered on the federal return. Indicate that your Military retirement 1099-R was military, and TurboTax will handle the exclusion.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
k-gmurphy
New Member
ja19584
New Member
Garbanzor29
Level 2
gone2dogz
New Member
jlsmjsfreeturb
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.