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Level 2
February 10, 2026
Question

California Military Retirement Exclusion

  • February 10, 2026
  • 1 reply
  • 10 views

I found the checkbox on Screen 13.1 in the "Other Information" section for "Qualifies for military retirement exclusion," however, there isn't an adjustment on the CA tax return. Does anyone have any insight? I would rather use the checkbox than manually make the adjustment on California Modifications Schedule CA.

1 reply

AH_CPAAuthor
Level 2
February 10, 2026

Nevermind, I got it figured out. Box is working but there is an income limit.