MILITARY RETIREMENT

Forum|Forum|1 year ago
February 15, 2025
2 replies
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I CAN'T GET TURBO TAX NOT TO TAX MY CLIENT FOR MILITARY INCOME?

DoninGA

Employee

Military retirement income reported on a Form 1099-R is taxable on a federal tax return.

xmasbaby0

Employee

Veteran's benefits are not taxable and are not entered on a tax return. But a military 1099R is entered for a military pension and is subject to federal tax. State laws vary.

And......"client?" Paid preparers cannot use TurboTax. It violates the terms of service.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

jenniferpetrilloAuthor

I'm an accountant I use mytaxprep but I like turbotax for me and my husband still he has a business, so I run tax returns through both software to be sure turbo tax gives me the same number because I trust it but this lady is fighting with me about it being taxed and I can't override it. But thanks for the condescending response....I don't use turbo tax for clients...just my peace of mind.

wakeordiex

Same here, I put 4 hours into loading my info into Turbo Tax which will not REDUCE my state in come by my military amount. So I ran my state(LA) by hand and it matches what turbo tax gives if I manually force a 49E Other income exclusion in for my retirement amount. I guess I have no choice but to spend another four hours inputting everything into another tax service software and see what I get. Simply Google Turbo Tax and military pension tax errors and you will see how bad this is, only saw one case that was operator error - all the rest UNRESOLVED!