MD enlisted Pension Exclusion in ATX

[Richcpaman]

I have a new client, eligible for the $5,000 exclusion for Retired Enlisted Military pensions.

 

ON the 502SU input screen, code U, you can not put in the amount, and when you click the link, it takes you to the 1099-R input screen, and there is no where on that screen to state there is an exclusion.  Setting the MD taxable pension to a lower amount does not work, either. 

 

Thoughts?

 

Rich

[kcjenkins]

Putting in the code should tell the software it's a military exclusion, and the program should apply the rule.  If it does not, ATX needs to be notified and they can fix it.

[Abby Normal]

Putting in the code should tell the software it's a military exclusion, and the program should apply the rule.  If it does not, ATX needs to be notified and they can fix it.

It's there, Rich just has never needed it, so he never looked for it. It's at the top of the 1099R screen if other states have a similar military pension exclusion.