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flippo4nl
New Member

Why is my military retirement included for my state return when it should not be

I am a resident of NC
1 Best answer

Accepted Solutions
TerryA
Level 7

Why is my military retirement included for my state return when it should not be

This is how to get that subtraction in Maryland and I'll bet a nickel it's the same procedure for NC:

You have to make a certain entry in one of the federal 1099-R pension screens. Go to that 1099-R:

Federal Taxes tab; Wages & Income; I'll choose what I work on; under Retirement Plans and SS update IRA, 401(k), Pension...; Edit that 1099-R; be sure you have "NC" in Box 13; click through 3-4 screens until you get to Where Is This Distribution From? Be sure you have selected Active duty military retirement. That tells TT/Maryland (and TT/North Carolina, I'm hoping) to compute that deduction for you.

If that doesn't work please reply back.


View solution in original post

2 Replies
TerryA
Level 7

Why is my military retirement included for my state return when it should not be

This is how to get that subtraction in Maryland and I'll bet a nickel it's the same procedure for NC:

You have to make a certain entry in one of the federal 1099-R pension screens. Go to that 1099-R:

Federal Taxes tab; Wages & Income; I'll choose what I work on; under Retirement Plans and SS update IRA, 401(k), Pension...; Edit that 1099-R; be sure you have "NC" in Box 13; click through 3-4 screens until you get to Where Is This Distribution From? Be sure you have selected Active duty military retirement. That tells TT/Maryland (and TT/North Carolina, I'm hoping) to compute that deduction for you.

If that doesn't work please reply back.


View solution in original post

flippo4nl
New Member

Why is my military retirement included for my state return when it should not be

Took me a few minutes to navigate my way there but I finally found it. Thanks!
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