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Level 2
July 26, 2023
Question

Military Pension Iowa resident

  • July 26, 2023
  • 1 reply
  • 8 views

What is the best way to input a military pension for an Iowa resident in Proconnect. The override for state is not working in the 1099R input using a zero. Does work if I use $1.

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1 reply

PhoebeRoberts
Intuit Community Champion
July 26, 2023

-1 is the entry that produces a zero in ProConnect. I have no opinion as to whether overriding the state taxable amount produces the appropriate IA tax return presentation - for the states I'm familiar with, there's a checkbox in the Other Information section of the Pensions, IRA Distributions screen that says something to the effect of "qualifies for military retirement exclusion."

PaulE1Author
Level 2
July 26, 2023

Thanks the -1 produced the correct input on the return.