What does "federal service to date", mean??

[barbie3352]

It means are you currently in the armed services or working for the government.

[jaylouis81505]

But i am not and im trying to file for state

[Bonitatuna7]

I'm not working and have been retired since end of February 2014.

[JotikaT2]

Do you have a specific question?

If so, please comment so we can assist you.

[rrmc]

I am a retired teacher with an Oregon PERS pension. I am not able to e-file because turbo tax wants to know federal service to date. I cannot answer that question

[VictoriaD75]

After you enter your 1099-R in the federal return, you must Continue on until you're all the way through the 1099-R interview.  One of the screens asks you to check the source of the pension.  You need to choose KPERS there.  It sounds like you may have left the default to federal pension. Return and go all the way through the interview, after correcting your choice on that screen.

In the federal program,Type 1099-R in the Find window on the upper right , hit enter, click on the Jump To.  Go to the summary of 1099s and choose this one to edit.

[Postmanskp]

I'm not military

federal service date?

[BillM223]

I take it that you are an Oregon resident.

Oregon taxes federal government pension income for time that you served in the federal government after October 1, 1991. Hence, TurboTax has to ask you about your federal service before and after that date.

If you are not an Oregon resident and don't know what on earth I am talking about, then please come back and tell me where you see this federal service to date message so we can find it.

[bsesmm]

Same here. How do I find FEDERAL SERVICE DATE. I am not in the military

[JamesG1]

Are you reporting an Oregon state tax return?  Are you reporting a Federal pension?  Please advise.

Publication OR-17 page 75 states:

You may be able to subtract some or all of your taxable federal pension included in federal income. This includes benefits paid to the retiree or the beneficiary. It doesn’t include disability payments if you haven’t attained the minimum retirement age. The subtraction amount is based on the number of months of federal service or points earned for retirement before and after October 1, 1991.

@bsesmm

[KD Jahnke]

What do I enter?
It will let me enter a date, but I don't know what date it wants.

I joined military in june of 1972 and retired in October of 2006

[BillM223]

Can you show us a screenshot of this question? Be sure to redact any personally identifiable information.

Is it in the Oregon interview or somewhere else?

[bluedogg]

I see this question on the non resident Oregon form. I worked in Oregon part time. I live in Washington, I don't believe they can tax anything that I did not earn in Oregon during 2022?

[ThomasM125]

The federal service date would be the date you started employment with the federal government.  Federal law prevents states from taxing pension benefits for non-residents earned after 1995, so TurboTax need to know when you starting working for the federal government.