While filing Louisiana state tax, it askes me for my military retirement date, but there isn't any place to input it.

[thebert101]

For exempted Teacher Retirement funds I had to do the same procedure as yall are doing for military funds. My printed La tax document listed the exempt code twice but only one has the correct figure. The other shows $0 so it did not duplicate. I simply e-files it that way. Thanks to all that helped in this matter.

[tourguidebill46]

I had the same issue with Louisiana exempt income being taxed in the TurboTax state program.  I spent endless hours on the phone with no success.  I requested a refund from TurboTax for the state program through their guarantee program. I explained everything in detail and received no response. Therefore, I disputed the charge on my credit card and received the credit. TurboTax needs to fix this glitch. We have no idea how many taxpayers are being overcharged Louisiana income tax due to TurboTax negligence and failure to admit and fix the issue. I now file my Louisiana income tax return for free through the Louisiana Department of Revenue and Taxation website. It works like a charm!

[DaveF1006]

This may be a day late and a dollar short but here is how you needed to exempt your Louisiana Military retirement income.  

You will enter the 1099R in the federal interview section of you return first. After this is entered, you would begin working on your state return. There is a section in your state return that will allow you to take an exclusion for military pay.

1. Go to federal>wages and income
2. Retirement plans and Social Security>IRA,401K etc.
3. After entering your 1099R, go the the state tax tab to begin working on your Louisiana return.
4. You should reach a page asking you if you have any other income exclusions 
5. Here you will select the drop down button and select Military Pay Exclusion and the amount of military pay that you wish to exclude. 

@tourguidebill46 

[tourguidebill46]

10E is for active military pay, all my pay is retired military so I'm using 04E.  when I enter info, it initially removes my Retired pay and my Louisiana taxes owed changes to a refund.  Next, I get a message that this is a duplicate entry and will be removed.  It says it automatically removes retired pay for Louisiana based in the 04E code used in the federal tax income.  However, it has not been exempted from the state tax. It is not working properly! Feel free to call me at [phone number removed].

[Mshack01]

Took me 4 times talking to different people before they refunded me. Turbo Tax used to be good, now... Idk.

[Mshack01]

There is a work around for this. Took me 2 weeks to get them to help me with the work around. It's been awhile, but basically do everything and then go back and add it to state again. Do Not hit the continue button, just go rite to file my taxes. It will take it and give the the exemption. Sorry it's kinda vague, but it's been 2 months.

[DaveF1006]

I performed the steps that ere previously outlined in the return and the military pay was excluded from LA income.  I looked on the RES Schedule in the Louisiana State return and verified this. 

In my example, the federal aGI was $80,500 (this is all hypothetical). Then I look at exempt income from the REs schedule and see where $45000 that i entered for Military Retirement Pay is excluded along with state taxable interest. This reduced my LA AGI from $80500 to $31000.

See if your LA Res schedules are the same. Your income may be excluded and you just don't realize it.  Here is what this looks like.

[csetters]

This answer works for ALL income excluded for Louisiana. Crazy but true.  

Key to filing military retirement in Louisiana is larryhawks answer of "so DON’T HIT THE CONTINUE BUTTON. Just back out using the menu on the left and then navigate to the review."

Thanks for your help!!

‎February 22, 2023 9:48 AM

[Mshack01]

Yes that is the correct way to make it take the military retirement exclusion. But you would think TurboTax would fix the glitch. It's been since the 2022 tax season that it's been messed up and they know it!

[majjohn4]

All,

Here's one better for you: As a military retiree in LA I just discovered that I've been overlooking this glitch in Turbo Tax's desktop version since moving home eight years ago.  I've literally overpaid my LA taxes for eight straight years!  Thank you everyone for all of this; you saved my family and I a massive sum of money (once I file all of the amended returns with State of LA.  I've trusted TT with my taxes for over 20 straight years.  But if they can't fix this glitch before next tax season, I'm done.  I may be done regardless.  We're talking over 7K in lost funds.

[DaveF1006]

This was no glitch. The military pay exclusion has been there all along but you missed it. This isn't automatically built into the program though and you would have needed to claim it under Other Income Exclusions in your Louisiana state return.