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Rhode Island Military Retired Pay Exclusion, 2023


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Posted

Any RI tax preparations that are familiar with the data entry in ATX for military retired pay?

I have a client that received miitary retired pay and starting with 2023 tax year, Rhode Island no longer taxes military retired pay.  I believe I found the correct section to enter the reduction on the RI personal return, however ATX is throwing me off with their data entry screen information.  My particular client was born after 1957, but I'm pretty sure they still qualify for the exclusion based on Rhode Island publication on the matter.  Any chance someone's been down this road and can point me in the right location to enter this into ATX, or confirm ATX's data entry info is out of date?

FYI, I do have a case open with ATX to get their take on the matter too.

ATX Data Entry Screen:

image.png.7b9e1f1c9e85757c9d02267bc6539bd6.png

Rhode Island Publication:

image.thumb.png.5c08d24aec02b7471acab382436cf004.png

Posted

I got a reply from ATX regarding this issue.  In case this comes up for anyone in the future. 

ATX resolution:

image.thumb.png.4895d077463200b50ae0d5768795ad12.png

Additional Note: Not only did the Line 3 instructions throw me off as ATX reports in the resolution, but it was the ABOVE 2 questions being NO, and the highlighted above stmt that said "If you answered YES to Questions 1 AND Question 2, continue below, entering ONLY the information pertaining to the taxpayer born on or before 07/01/1957."

 

Personally, I don't think interpretation of the worksheet instructions are the problem, I think ATX instructions are just flat wrong.  Had I followed them, the client would have owed $4500 more in RI taxes. 

ATX gets alot right federally and catches things I've missed time to time, but on a state taxation level, I find I have to be much more digilent about the return's accuracy on specialty items.

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