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June 5, 2019
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My husband from the Navy after 22 years. He retired in 1998. He currently works for the National Guard in Indiana. What do we mark?

  • June 5, 2019
  • 1 reply
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My husband retired from 22 years active duty in the Navy.  He now works for the Indiana National Guard   Can he take the military service deduction?

    Best answer by CarolynM

    Yes, he should qualify for both his Navy retirement and National Guard income. 

    You are eligible to take a deduction if the income you report on your income tax return includes active or reserve military pay.
    Also, if you are retired from the military or are the surviving spouse of a person who was in the military, you may be able to take this deduction if:

    • You were at least 60 years of age by the end of the year;
    • You were receiving military retirement or survivor's benefits during the year; AND
    • The total benefits received as retirement income were reported on your federal return

    Source: http://www.in.gov/dor/5863.htm#militaryservice

    1 reply

    CarolynMAnswer
    Employee
    June 5, 2019

    Yes, he should qualify for both his Navy retirement and National Guard income. 

    You are eligible to take a deduction if the income you report on your income tax return includes active or reserve military pay.
    Also, if you are retired from the military or are the surviving spouse of a person who was in the military, you may be able to take this deduction if:

    • You were at least 60 years of age by the end of the year;
    • You were receiving military retirement or survivor's benefits during the year; AND
    • The total benefits received as retirement income were reported on your federal return

    Source: http://www.in.gov/dor/5863.htm#militaryservice