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Why doesn't TurboTax recognize the $20,000 credit for military pensions in California?

 
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3 Replies
DaveF1006
Expert Alumni

Why doesn't TurboTax recognize the $20,000 credit for military pensions in California?

You will enter this into the state interview section. Once you prepare your California State return, you will land on a screen that says Any Pension or Annuity Adjustments. Here you will enter your military retirement pay as a subtraction.

 

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Why doesn't TurboTax recognize the $20,000 credit for military pensions in California?

Thanks for that info.  Found what I needed.  However, when you click on "learn more:  military retired pay is not listed as an example of that type of adjustment you can make.

AmyC
Expert Alumni

Why doesn't TurboTax recognize the $20,000 credit for military pensions in California?

Let's go another direction. Follow these steps:

  1. Open to your federal income
  2. Review/ Edit your 1099-R
  3. Double check CA information is filled in correctly
  4. After entry, select military when asked Where did this distribution come from?
  5. select non-qualified when asked the type
  6. continue on with your return
  7. CA should now be making the adjustment

1099R military pay under federal.jpg

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