My Louisiana military retirement was added as a part of my state taxes. Military retirement is exempt from Louisiana state taxes. It needs to be fixed by Turbo Tax now!

m_blanco · ‎May 31, 2019

SteamTrain · ‎May 31, 2019

Well, the entry/correction is fairly straightforward.

1) IF you haven't filed your LA taxes yet...you just go to the Federal section where the 1099-R is, and EDIT that 1099-R...and step the the follow-up pages and select the "Federal Retirement Benefits (Code 04E)" selection as shown below for a person with $25,000 of Military pension. You have to do that every year when you enter your Military 1099-R as long as you remain a Louisiana resident. (Military pension is just one of the Federal retirement systems)

2) If you've already filed Federal and LA...and the e-files were accepted...then you start and an LA amendment, and then go to the Federal section and edit the 1099-R (as noted above...and picture below)....then print and mail-fiel the amendment to LA.

___________________________________

If you need help doing this......would probably be a good idea to Call Customer Support and talk to a real TTX person

A telephone number to call is provided ONLY when they are open.....The current Operation Hours are listed under the "CONTACT" Button here:

https://ttlc.intuit.com/replies/3300041

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

View solution in original post

SteamTrain · ‎May 31, 2019

Well, the entry/correction is fairly straightforward.

1) IF you haven't filed your LA taxes yet...you just go to the Federal section where the 1099-R is, and EDIT that 1099-R...and step the the follow-up pages and select the "Federal Retirement Benefits (Code 04E)" selection as shown below for a person with $25,000 of Military pension. You have to do that every year when you enter your Military 1099-R as long as you remain a Louisiana resident. (Military pension is just one of the Federal retirement systems)

2) If you've already filed Federal and LA...and the e-files were accepted...then you start and an LA amendment, and then go to the Federal section and edit the 1099-R (as noted above...and picture below)....then print and mail-fiel the amendment to LA.

___________________________________

If you need help doing this......would probably be a good idea to Call Customer Support and talk to a real TTX person

A telephone number to call is provided ONLY when they are open.....The current Operation Hours are listed under the "CONTACT" Button here:

https://ttlc.intuit.com/replies/3300041

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Expert does your taxes

Do it yourself

Resources

Support

My Louisiana military retirement was added as a part of my state taxes. Military retirement is exempt from Louisiana state taxes. It needs to be fixed by Turbo Tax now!