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Level 1
February 22, 2026
Question

How to exclude a military pension on a RI return

  • February 22, 2026
  • 1 reply
  • 2 views

RI military pensions are excluded from RI Income. How do you enter the CSA 1099-R to exclude it from RI taxable income, Code G used in many states doesn't work.

1 reply

Intuit_Kallana
Level 7
February 23, 2026

Hi @FG72359 , to complete Rhode Island military exclusion for retirement income, you will the Other Information tab on the 1099-R screen.  If you scroll down to the bottom you will see the Rhode Island section check the box for "Qualifies for Rhode Island military pension exclusion".  If you need further assistance, please contact ProConnect Support.