Military retirement pay, exempt from Hawaii state tax or federal tax

Forum|Forum|6 years ago
June 1, 2019
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If it is exempt, where and how do I file?

TurboTax Deluxe Online

Best answer by BarbL

Your military retirement pay reported on the 1099-R is exempt from Hawaii tax, but is taxable at the federal level. To receive the Hawaii exemption, as you are entering your 1099-R in the Federal section, look for a page titled "Where is this distribution from?" Be sure you select 'Government of military pension'. (See first screenshot below.) When you get to the state section, you will see a pension deduction for your military pay. (See second screenshot.)

If you are receiving disability pay from the VA, the disability pay is not taxable on either your federal or state return. You will receive no tax document, and it is not reportable.

BarbLAnswer

If you are receiving disability pay from the VA, the disability pay is not taxable on either your federal or state return. You will receive no tax document, and it is not reportable.

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Cocolani

I have the same exact problem. I was entering my 1099 R, but I can't find the page that says "Where is it from?"

DMarkM1

The "Where is this Distribution From?" page appears according to the entries in the "My Info" section.

You should be sure that you have indicated that you are "Former Military" and "Retired" in the "My Info" section.

If the state you have entered as your residence in "My Info" has special tax breaks for certain "retired pay" then the "Where Does This Distribution Come From?" page will appear as a follow on question when entering 1099-R information.

Those tax breaks in turn will show up on your state returns.

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