Giraffes5gb
Level 2

Hello there! I am trying to take this exclusion for one of my clients as well. 

He is less than full retirement age and was retired honorably on military medical discharge. Then three years later, VA determines he was 100% disabled since Dec 2018 when he was discharged. In 2021 once rated 100%, they gave him the choice to take a VA paid disability pension or a DFAS pension. 

The regular pension amount was higher so he chose that. Now I am trying to exclude the amount of what the VA disability pension would have been if he had accepted that. 

How or where in Proseries Basic can I exclude the disability part of his pension?

Did anyone get an answer for that?

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