topic Turbotax is saying my military retirement exclusion is only $17,500 at my age of 69. It should be $65,000. What should I do? in Retirement tax questions

Turbotax is saying my military retirement exclusion is only $17,500 at my age of 69. It should be $65,000. What should I do?

rwalleshauser33 — Wed, 28 Jan 2026 06:01:54 GMT

how can I correct my military exclusion amount?

Re: Turbotax is saying my military retirement exclusion is only $17,500 at my age of 69. It should be $65,000. What should I do?

DoninGA — Fri, 31 Jan 2025 16:50:47 GMT

What state tax return are you using that has the military retirement exclusion?

Re: Turbotax is saying my military retirement exclusion is only $17,500 at my age of 69. It should be $65,000. What should I do?

rwalleshauser33 — Fri, 31 Jan 2025 18:10:59 GMT

Georgia. Thank you

Re: Turbotax is saying my military retirement exclusion is only $17,500 at my age of 69. It should be $65,000. What should I do?

DoninGA — Fri, 31 Jan 2025 18:12:54 GMT

The Georgia military retirement exclusion is a tax break you can get when you have military retirement income and you are under 62 years old. This only applies to qualified military retirement income.

Re: Turbotax is saying my military retirement exclusion is only $17,500 at my age of 69. It should be $65,000. What should I do?

rwalleshauser33 — Tue, 04 Feb 2025 21:39:17 GMT

Georgia Tax Exemption for Military Retired Pay: Retired service members are eligible for the following state tax exemptions on military retired pay:

Under 62 years old - up to $17,500
Under 62 years old and have at least $17,500 of earned income – an additional $17,500
62 to 64 years old - up to $35,000
65 years old or older - up to $65,000

Is this not right? I found this on line on a military site

Re: Turbotax is saying my military retirement exclusion is only $17,500 at my age of 69. It should be $65,000. What should I do?

DoninGA — Tue, 04 Feb 2025 21:45:28 GMT

All Georgia residents between the age of 62 and 64 are eligible for Retirement Income Exclusion of $35,000

All Georgia residents age 65 or older are eligible for Retirement Income Exclusion of 65,000

The military retirement income exclusion only comes into play if you are under the age of 62.

At age 62 or older then All retirement income can be excluded up to the limits posted.

Re: Turbotax is saying my military retirement exclusion is only $17,500 at my age of 69. It should be $65,000. What should I do?

SteamTrain — Tue, 04 Feb 2025 22:40:49 GMT

Of course, if you are marrried, and you are 69 years old...and the 17k exclusion is still being applied...

then

....if your spouse is under age 62, perhaps you accidentally indicated that 1099-R is hers, and not yours.