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

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Level 2
last updated ‎December 06, 2019 11:15 PM

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.

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Moderator
Moderator
last updated ‎December 06, 2019 11:15 PM

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. 

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Moderator
Moderator
last updated ‎December 06, 2019 11:15 PM

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

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Level 15
last updated ‎December 06, 2019 11:15 PM
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:
ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
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Moderator
Moderator
last updated ‎December 06, 2019 11:15 PM
I believe Ashley mentioned him. That's why shes Henry Jr.
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Level 15
last updated ‎December 06, 2019 11:15 PM
That's the one :smile::smile:
ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
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Level 2
last updated ‎December 06, 2019 11:15 PM
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:
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Level 15
last updated ‎December 06, 2019 11:15 PM
:+1::+1:
ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
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