turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

evesusaf
New Member

I'm retired military living in Alabama (retirement payments tax exempt). However, it appears the program is using the full amount to calculate the tax due ... did I miss

Did I miss a radio button somewhere?
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
DanielV01
Expert Alumni

I'm retired military living in Alabama (retirement payments tax exempt). However, it appears the program is using the full amount to calculate the tax due ... did I miss

Yes, you are correct.  In the State Taxes section, you will see a screen, About Your Retirement Distributions.  You will hit the "Edit" button next to the military 1099-R.  The next screen asks if it is a non-taxable pension, to which you will answer yes.  The income will be excluded.  Here is a screenshot to assist you with what to look for:  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
DanielV01
Expert Alumni

I'm retired military living in Alabama (retirement payments tax exempt). However, it appears the program is using the full amount to calculate the tax due ... did I miss

Yes, you are correct.  In the State Taxes section, you will see a screen, About Your Retirement Distributions.  You will hit the "Edit" button next to the military 1099-R.  The next screen asks if it is a non-taxable pension, to which you will answer yes.  The income will be excluded.  Here is a screenshot to assist you with what to look for:  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies