Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Military retirement deduction not working on Indiana returns for those under 60

TP82
Level 3

This year the military retirement/survivor benefit deduction is suppose to be available to any age, however, even putting M on the 1099-R worksheet in the state code and only those over 60 does the deduction enter on the Indiana Schedule 2.  For those over 60, works fine.

Labels (1)
0 Cheers
1 Solution

Accepted Solutions
IntuitCharlene
Community Manager
Community Manager

This is strange. I have the most recent updates and when I have a taxable pension on the Federal Return with code M for the State Use Code it always flows to the Schedule D line 11 code 632 for Military Retirement Income. I tried with both over and under 60. If there was no taxable amount on the Federal it didn't flow. For this issue it may be best if contact technical support at 800-434-6818 to determine why it's not flowing for you. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

View solution in original post

0 Cheers
6 Replies 6
IntuitCharlene
Community Manager
Community Manager

This is strange. I have the most recent updates and when I have a taxable pension on the Federal Return with code M for the State Use Code it always flows to the Schedule D line 11 code 632 for Military Retirement Income. I tried with both over and under 60. If there was no taxable amount on the Federal it didn't flow. For this issue it may be best if contact technical support at 800-434-6818 to determine why it's not flowing for you. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

View solution in original post

0 Cheers
IRonMaN
Level 15
You weren't here for the days of Henry the blind squirrel.  Henry was based in Indiana and every question he ever came up with was strange.  Was it Henry, or was it Indiana.  We still can't say for sure :smile::smile:
ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)
0 Cheers
IntuitCharlene
Community Manager
Community Manager
I believe Ashley mentioned him. That's why shes Henry Jr.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"
0 Cheers
IRonMaN
Level 15
That's the one :smile::smile:
ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)
0 Cheers
TP82
Level 3
I figured out my error.  Because they were not withholding state tax, I left all of the state info blank other than the "M".  Once I put the IN in the state name, everything works fine.  Thanks for all of your help and hope Henry is watching. :smile::smile:
0 Cheers
IRonMaN
Level 15
:+1::+1:
ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)
0 Cheers