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grovz1
New Member

My military retirement 1099-R is wrong. DFAS/Mypay state they will not fix or correct it. I was awarded CRSC in place of CRDP and it is back dated. Strickland Decision

How does Turbo Tax account for the difference
3 Replies
ReneeM7122
Level 8

My military retirement 1099-R is wrong. DFAS/Mypay state they will not fix or correct it. I was awarded CRSC in place of CRDP and it is back dated. Strickland Decision

To fix the difference for the untaxable amount as per the Strickland Decision:

 

In the State section you will enter a correction under "Enter your Total Other Exclusions."

 

Here is an example of what that entry would look like:

lshaffer
Level 2

My military retirement 1099-R is wrong. DFAS/Mypay state they will not fix or correct it. I was awarded CRSC in place of CRDP and it is back dated. Strickland Decision

I had a similar problem a few years ago I just filed an amended return and attached a spread sheet showing my calculations and explanation (ie a copy of the CRSC determination) to get a tax refund.  It appeared the IRS is aware of the CRSC and the 1099-Rs from DFAS.  If you look at the amended return it is rather easy to file 

ReneeM7122
Level 8

My military retirement 1099-R is wrong. DFAS/Mypay state they will not fix or correct it. I was awarded CRSC in place of CRDP and it is back dated. Strickland Decision

Correct.  If a return is not yet filed but you want to to fix the difference for the untaxable amount as per the Strickland Decision:

 

In the State section you will enter a correction under "Enter your Total Other Exclusions."

 

Here is an example of what that entry would look like:

@lshaffer

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