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February 5, 2025
Question

Form RS has placed my 1099R in part II which is fully taxable. Alabama does not tax military retirement.How do I move my 1099R info to Part 1 of Form RS?

  • February 5, 2025
  • 1 reply
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How do I move my Military retirement from part II to Part I ?

    1 reply

    AmyC
    Employee
    February 11, 2025

    Follow these steps to exempt your AL income:

    1. Enter your program.
    2. Open up the AL state section
    3. Go through it until you see About Your Retirement Distributions
    4. Locate your military pay
    5. Select Edit/ review
    6. Alabama special handling, is your distribution not taxed?
    7. Select YES
    8. Reason for Exempt Distribution
    9. Select Military Retirement Pay from the drop down
    10. Continue
    11. You will now see 0 showing under taxable AL pension.

     

     

     

     

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