All Tax help for military filers posts

Re: Unexected charge

xmasbaby0 — Sat, 11 Apr 2026 13:44:50 GMT

TO REMOVE TURBOTAX LIVE

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Unexected charge

user17758704102 — Sat, 11 Apr 2026 01:24:33 GMT

I being charged for Expert Assist and state filing before submitting my retuen. I do not want go forward with transaction. I am not file my taxes.

My return keeps receiving this error. "On Schedule CA, ..., Select your residence do not leave blank. " I'm Military stationed overseas.

yeungi1989 — Fri, 10 Apr 2026 23:16:28 GMT

My home of record is California.

Resident of IL, live in WI, received a letter from WI saying I owe on capital gains already taxed by IL

SamT153 — Thu, 09 Apr 2026 14:21:25 GMT

I filed my taxes at the end of Feb. IL is my State of Legal Residence, so I file my taxes with them. I also work some side jobs, so I make money in WI and have to file with them for that money made. This year I sold a bit of stocks and made some money off it. My understanding is the income made from those capital gains is taxed by my Residence state.

When I filed originally, WI was supposed to return $26. I got a letter yesterday saying I owed them about $600. I did some digging and based on the numbers their changing, it looks like they're trying to add my capital gains income to this. Is it normal for capital gains to be taxed by a non-resident state? It seems I'm getting double taxed on capital gains and I'm not really sure what to do about it.

Re: Where do I locate the Colorado credit for being a military retiree? I can't see that Turbotax...

DawnC — Tue, 07 Apr 2026 19:31:36 GMT

Make sure you enter the 1099-R in the federal section and answer all follow - up questions there. Where do I enter a 1099-R? In the state return, you will see the details of the subtractions on the page titled Here's the income the Colorado handles differently.

If you were at least 55 years old at the end of the year, part or all of your income from your pension, annuity, Social Security or IRA accounts that is taxable on your federal tax return may not be taxed by Colorado.

For those 55 years and older, this subtraction applies to those who receive disability payments before minimum retirement age from a plan paid for by an employer. The disability payment must be taxable on your federal tax return and for permanent disability.

For people under age 55, this tax break also applies if you receive income as a beneficiary due to the death of the person who earned the pension.

Note: Premature distributions do not qualify for this subtraction. The railroad retirement benefits subtraction is allowed on the Subtractions from Income Schedule (Form DR 0104AD) automatically and not here.

Where do I locate the Colorado credit for being a military retiree? I can't see that Turbotax provided the credit in my State taxes.

pjnorthpole — Tue, 07 Apr 2026 19:18:17 GMT

Re: How do I exempt military pay on a Michigan state return when spouses have different residency...

user17751385021 — Tue, 07 Apr 2026 18:57:00 GMT

If I put 0 as reportable wages to MI, then the wages appear on the NR Schedule 1, line 5 under « Other State Income », but they should be listed as a Subtraction on the regular Schedule 1, Line 14 as military pay. So I don't feel putting them on the NR schedule is the correct way. TurboTax is just not handling it correctly. When both are marked as full-year residents, then the wages get exempted on Schedule 1, Line 14 as they should.

Re: How do I exempt military pay on a Michigan state return when spouses have different residency...

DaveF1006 — Tue, 07 Apr 2026 18:22:11 GMT

I just reviewed your file. Open your Michigan tax return, and navigate to a screen called Michigan Wages. There you will see a federal amount and a Michigan amount. Put "0" for Michigan wages.

Here is a link from michigan.gov that verifies that active military pay is excluded from Michigan income. The only michigan income that should be taxable now is interest and dividends.

Re: How do I exempt military pay on a Michigan state return when spouses have different residency...

user17751385021 — Tue, 07 Apr 2026 14:52:34 GMT

Token: 1351553

Military member is MI resident (full year)

Spouse is MI nonresident, electing to use ME as residency for 2025 under MSRRA, where we moved to in 2025.

Thank you.

Re: How do I exempt military pay on a Michigan state return when spouses have different residency...

DaveF1006 — Tue, 07 Apr 2026 13:33:51 GMT

If you don't mind, I would like you to send me a sanitized copy of your return. Sanitized means that all your personal information is omitted from the return, and all I receive are numbers. Here is how to send.

For TurboTax Online:

Go to Tax Tools > Tools.
Select Share my file with agent.
You will receive a token number.
Reply to this thread with the token number.

Re: How do I exempt military pay on a Michigan state return when spouses have different residency...

user17751385021 — Tue, 07 Apr 2026 12:43:33 GMT

Thank you for the answer, everything you explained is exactly what I’m trying to do, but it doesn’t seem to be possible in the online version.

The military pay subtraction does appear on the Michigan return under "Income/Military Pay Adjustment" section, but ONLY when both spouses are marked as full-year residents. As soon as I change the non–active-duty spouse to part-year or nonresident, that subtraction option disappears from the income section, even when keeping the military member as full-year.

The Premium Online version doesn’t allow direct form editing, so it seems like I can’t use this version, which is frustrating, since it’s the free option for military members.

Re: I am active duty military but am being told I owe for Minnesota state tax, why?

JamesG1 — Mon, 06 Apr 2026 23:15:28 GMT

What is your state of legal residence (SLR)? It generally is your home of record unless you changed it to another state. Is Minnesota you state of legal residence? Please clarify.

From a tax standpoint, your state of legal residency (SLR) is considered your "domicile" or "resident" state as long as you are on active duty. Even if you are stationed in another state, you are still considered a resident of your state of legal residence.

To find out if you need to file a state tax return when you are not stationed in your resident state, check out Military Filing Information on State Websites, which has links for active duty military and their spouses in each state.

If you have nonmilitary earnings, review Civilian pay earned by active duty military.

In some cases, if you have nonmilitary earnings, the nonmilitary earnings may be subject to the state income tax of the state where you are stationed.

See this TurboTax Help.

Check Entry Loop

angelirose — Mon, 06 Apr 2026 23:09:48 GMT

I keep getting asked to review a fix for my federal return. First there are two typos in it and it won't show the window for me to make any corrections. It states:

Person on the Retun Worksheet (my name): Enrollmentstatus must be entered.

As you can see, there is a typo in RETURN (missing second r) and ENROLLMENT STATUS (no space).

It also won't show the window to fix the error so I can't efile. This is extremely frustrating especially since we have to pay to file!

I am active duty military but am being told I owe for Minnesota state tax, why?

nathan-m-denn — Mon, 06 Apr 2026 23:03:09 GMT

Re: How do I exempt military pay on a Michigan state return when spouses have different residency...

DaveF1006 — Mon, 06 Apr 2026 14:52:25 GMT

1. Check the "Member of the Household" Logic

In the Personal Info (or My Info) section, ensure the military member is still marked as a Full-Year Resident of Michigan.

Even if you are stationed elsewhere, for tax purposes, your "State of Legal Residence" remains Michigan.
If you marked the military spouse as a "part-year" resident because you moved on orders, TurboTax may stop looking for the Michigan military exemption.
Keep the military spouse as a Full-Year Resident of Michigan (unless you actually changed your State of Legal Residency via DD Form 2058).

2. Manual Entry in the "Subtractions" Section

If the "Deduction for Military Pay" screen disappears during the automated interview, you have to find the manual entry point in the Michigan state interview:

Go to the State Taxes tab and start/edit Michigan.
Look for a section titled "Subtractions from Income" or "Income and Adjustments."
Navigate to "Military Pay" or "Military Subtraction."
Even if the specific "Military Spouse" logic is acting up, you should see a line for "Active Duty Military Pay included in Federal AGI." 5. Enter your total active-duty pay here. This will flow to Michigan Schedule 1, Line 14, which is the official line for exempting that income.

@user17751385021

Re: How do I exempt military pay on a Michigan state return when spouses have different residency...

user17751385021 — Mon, 06 Apr 2026 14:43:48 GMT

Yes, everything is entered correctly. If I mark both spouses as full year residents, the page "Deduction for Military Pay" comes up and confirms that the military pay was exempted. But if i change the non-military spouse to either part-year or non resident, this page never comes up and the military pay of the full-year resident remains as taxable income. Is TurboTax able to handle this situation?

Re: How do I enter 24 years of military service and 22 years of US Postal Service?

DaveF1006 — Mon, 06 Apr 2026 14:05:49 GMT

When entering your combined service history into Oregon PERS or a standard state application, it’s important to know how your two federal careers fit with Oregon’s requirements. Here is how to report your two 1099 R's and how to report your years of service in the Oregon return.

1. Enter the Income (Federal Section)

You should have one 1099 R for your military retirement and one for your USPS (FERS) retirement.

Go to Federal > Wages & Income.
Scroll to Retirement Plans and Social Security and select IRA, 401(k), Pension Plan Withdrawals (1099-R).
Enter your Military 1099-R and your USPS 1099-R separately.
Crucial Step: When entering the Military 1099-R, TurboTax will ask "What type of plan is this?" Be sure to select Military Retirement. This triggers the specific tax breaks for veterans.

2. Claim the Oregon Subtraction (State Section)

Oregon allows a Federal Pension Income Subtraction. Because you have a mix of pre-1991 and post-1991 service, TurboTax needs to calculate how much of your pension is tax-free in Oregon.

Go to the State Taxes tab and start the Oregon return.
Look for a screen titled "Here's the income that Oregon handles differently" or "Federal Pension Subtraction."
TurboTax will ask for your "Total Months of Federal Service" and "Months of Service before October 1, 1991."
Your 46-Year Calculation:

Add your military months and your USPS months together.
Only the months served before October 1, 1991, count toward the tax-free percentage.
If you have overlapping months (e.g., you were in the Reserves while at the Post Office), do not count those months twice.

As a FYI, if your 1099-R from DFAS or OPM has an empty Box 16 (State Distribution), TurboTax might get confused and think $0 is taxable. Manually enter the same amount from Box 1 into Box 16 and select OR as the state. This turns on the Oregon module so your military subtraction is applied correctly.

Re: How do I exempt military pay on a Michigan state return when spouses have different residency...

JamesG1 — Sun, 05 Apr 2026 16:58:45 GMT

In TurboTax, in the Michigan state income tax return, if both spouses are reported as full-year residents of Michigan, active duty military pay is exempt to Michigan.

If one spouse is reported as part-year resident of Michigan, active duty military pay is exempt to Michigan.

Under Personal Info or My Info, make sure that you correctly report for the spouse that they lived in another state and the dates that they lived in each state.

Re: How do I claim the Virginia retired military pay deduction

Karis_F — Sun, 05 Apr 2026 16:03:53 GMT

To claim the Virginia military pay deduction in TurboTax Online:

1. Go to State from the left menu, then Edit or Continue on the Virginia tax return

2. In the list of Virginia tax topics, go to Income and select Edit

3. Under Military select Military Benefits Subtraction and Start or Revisit

4. Enter total qualifying military benefits received

You can subtract up to $40,000 ($80,000 married filing jointly) of your military benefits received from your Federal adjusted gross income to arrive at your Virginia taxable income.

Here is more information on the military benefits subtraction on the Virginia individual tax return:

Military Benefits Subtraction FAQ

How do I exempt military pay on a Michigan state return when spouses have different residency statuses?

user17751385021 — Sun, 05 Apr 2026 14:59:49 GMT

TurboTax automatically exempts military pay it when both spouses are marked as full-year residents, but if I change the military spouse to part-year or non-resident, the exemption is no longer applied. I’ve tried everything—what am I missing?