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In indiana on the Civil Service Annuity Deduction I am figuring a different amount than what turbo tax came up with

Turbo Tax is giving me about a $1500 lower figure than what I figured on the worksheet on Civil Service Annuity Deduction. Dont understand why?
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5 Replies
JamesG1
Employee Tax Expert

In indiana on the Civil Service Annuity Deduction I am figuring a different amount than what turbo tax came up with

Are both you and a surviving spouse receiving a civil service annuity?  

 

If you receive a civil service annuity both for yourself and as a surviving spouse, the combined deduction cannot exceed $16,000.

 

Indiana IT-40 Individual Income Tax Booklet page 18 states:

 

 

Also here.

 

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@verna2197 

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In indiana on the Civil Service Annuity Deduction I am figuring a different amount than what turbo tax came up with

no just my husbands but they are incuding my social security too.

JamesG1
Employee Tax Expert

In indiana on the Civil Service Annuity Deduction I am figuring a different amount than what turbo tax came up with

Have Social Security benefits been posted to the incorrect spouse?  

 

See how each column is assigned to the taxpayer to the left and the spouse to the right.

 

 

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@verna2197 

 

 

 

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In indiana on the Civil Service Annuity Deduction I am figuring a different amount than what turbo tax came up with

Sorry took so long to answer had to go out of town. Anyway yes the Social Security is put in correctly under each name.

MarilynG1
Employee Tax Expert

In indiana on the Civil Service Annuity Deduction I am figuring a different amount than what turbo tax came up with

How much of your Civil Service Annuity is taxable on your Federal return?  Look at Line 5b on Form 1040.

 

If your spouse's Federal taxable annuity is 15k, for example, and their SS income is 5K, they are eligible for an exclusion of 10K in Indiana.  If your Social Security exceeds 16K, though, you won't be eligible for a deduction.

 

Here's more info on the Indiana Civil Service Service Annuity Deduction. 

 

 

 

 

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