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Returning Member
posted Apr 21, 2021 5:16:32 AM

My husband's military pension is not being recognized correctly. It is generating a penalty tax. How do I get it entered properly?

0 2 345
2 Replies
Level 15
Apr 21, 2021 5:24:18 AM

Check the box 7 code ... it should be a 7 or a 4 if he had passed and you are getting survivor benefits. 

Returning Member
Apr 21, 2021 5:40:12 AM

It does have a 7.  But it is generating a penalty tax for early withdrawal.