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January 27, 2023
Question

While filing Louisiana state tax, it askes me for my military retirement date, but there isn't any place to input it.

  • January 27, 2023
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1 reply

DaveF1006
January 27, 2023

You will enter the 1099R in the federal interview section of you return first. After this is entered, you would begin working on your state return. There is a section in your state return that will allow you to take an exclusion for military pay.

 

  1. Go to federal>wages and income
  2. Retirement plans and Social Security>IRA,401K etc.
  3. After entering your 1099R, go the the state tax tab to begin working on your Louisiana return.
  4. You should reach a page asking you if you have any other income exclusions 
  5. Here you will select the drop down button and select Military Pay Exclusion and the amount of military pay thqt you wish to exclude. Here is what the screen looks like.

 

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January 27, 2023

10E is for active military pay, all my pay is retired military so I'm using 04E.  when I enter info, it initially removes my Retired pay and my Louisiana taxes owed changes to a refund.  Next, I get a message that this is a duplicate entry and will be removed.  It says it automatically removes retired pay for Louisiana based in the 04E code used in the federal tax income.  However, it has not been exempted from the state tax.

January 29, 2023

You are receiving an error because you are attempting to exclude the same income tax.

 

If you coded your pension as 04E in the federal section, do not enter anything on the Louisiana screen "Any Other Income Exclusions." Say Done.

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