DaveF1006
Expert Alumni

State tax filing

I just checked my Turbo Tax Desktop version and it seems to work quite well.  I plugged in my name, DOB, into the program and received a $20,000/$12,500 military pension exclusion.  I checked both for both over and under age 65 and the program worked in both cases. To verify, go Form 502R in your Maryland return and look at line 10. 

 

In order for this to be reported properly, you need to indicate this is military retirement as you enter your 1099R information in the federal return. See the third screenshot on where this entry is made.

 

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