You guys are hilarious. 🙂 That's for your help thus far.  The 1099R shows just the military pension income and not any disability income.  The two are paid separately to the taxpayer's bank account.  The 1099R shows $31K of taxable military pension.  Based on the 70% disability, it is my understanding per Pub 525, Example 19, the taxpayer should only have taxable military pension income of $~9,300 (30% of $31K as 70% should be excluded).  My instinct is to enter the $31K from the 1099 into PTO, excludes the 70% and send the VA letter with the tax return.  However, PTO is not recognizing any values when I enter the 70% exclusion on the "General Rule" screen of the 1099R section within PTO.  Should I just enter $9,300 then and attached the 1099R and VA letter to the mailed return?