topic Louisiana Military Retirement in Retirement tax questions

Louisiana Military Retirement

Jpestes — Mon, 23 Feb 2026 13:32:11 GMT

"we noticed you entered federal employees' retirement on the previous screen"

It zeros out what I owe Louisiana to $0, but then deletes the entry on my Louisiana form and owed to La goes back to $579. Federal is marked 04e. What I'm I doing wrong? I cleared cookies and cache, same result.

Re: Louisiana Military Retirement

DaveF1006 — Fri, 03 Feb 2023 03:38:13 GMT

It depends. Are you trying to exclude this in your LA state return as you prepare your state return? If so, the program recognizes you are trying to exclude this twice because it has already been excluded when you entered the 1099R in the federal interview. This is what the the page should look like in the federal return.

If you entered the information correctly here, then don't enter it into the state return. Here is the screenshot of that page.

If you didn't reach this screen, revisit your navigational steps.

Re: Louisiana Military Retirement

Jpestes — Sun, 05 Feb 2023 06:57:33 GMT

Here is my screen on federal, it doesn't have the Louisiana line

Re: Louisiana Military Retirement

ErnieS0 — Sun, 05 Feb 2023 15:36:15 GMT

I see you are using TurboTax Online. Your original post said you were using TurboTax Basic CD/Download, so your screens will be different.

You are on the correct screen. You will not see a Louisiana distribution amount and withholding in TurboTax Online.

Do not fill any information on the Louisiana screen “Any Other Income Exclusions?” Leave that blank. It should say “We’ve already taken care of your exempt federal retirement income.”

Enter your retirement date on the next screen.

Re: Louisiana Military Retirement

Jpestes — Wed, 08 Feb 2023 22:57:00 GMT

It is still saying I owe Louisiana income tax on my military retirement with 04 checked on federal and state form left blank. I'm stumped.

Re: Louisiana Military Retirement

ErnieS0 — Wed, 08 Feb 2023 23:12:04 GMT

Try this workaround.

If you are not getting the correct exemption amount, enter the same amount from box 2 of the 1099R for the state distribution in box 16.

In a subsequent screen where it is asked "Where is this distribution from " click on the appropriate code selection which exempts the amount in box 16 from being taxed.

@Jpestes