Where to go to put military retirement income>

Forum|Forum|1 year ago
February 13, 2025
2 replies
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Where to insert military retirement income payments on tax form

xmasbaby0

Employee

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

**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.**

BillM223

Normally (NOTE: "normally") when you enter a 1099-R that contains the distribution representing your military retirement, TurboTax will check to see what state you live in and ask you what the source of this pension is (this is your chance to enter "military" if that is one of the options).

TurboTax does this because some states do not fully tax military pensions. Armed with this information, TurboTax will enter the pension distribution in the correct lines or schedules to get the pension exclusion.

Now you have not told us which state you are talking about and we in the Community cannot see your private tax data, so what you need to do is watch for the steps I described in the first paragraph, and then if your pension was not reduced as you think it should have been, then come back and tell us.

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