NC State Taxes

Forum|Forum|2 years ago
February 28, 2024
2 replies
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I am retired military with over 20 years of service.

I'm using Turbo Tax Deluxe and in the State Tax section it asks me to insert the 'Allowable US Uniformed Services retirement benefit deduction'. Where do I get that number from?

State Filing

Best answer by SteamTrain

@jp4miller

It is "either" at least 20 years service, or medically retired if earlier than 20 years.

The $$ amount comes from box 2a of your DFAS 1099-R.

BUT

IF you have already claimed it under the Bailey Settlement, you cannot claim it again under the new Uniformed Services exemption...one or the other, not both.

ThomasM125

That would be the medical military retirement benefits you included in your gross income as per this from the North Carolina Department of Revenue:

Here is a link to the article: NC military pay exclusion

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SteamTrainAnswer

@jp4miller

It is "either" at least 20 years service, or medically retired if earlier than 20 years.

The $$ amount comes from box 2a of your DFAS 1099-R.

BUT

IF you have already claimed it under the Bailey Settlement, you cannot claim it again under the new Uniformed Services exemption...one or the other, not both.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*