Military Retirement Exclusion - CA

Forum|Forum|4 months ago
February 15, 2026
1 reply
11 views

We need assistance in inputting the new Military Retirement Exclusion for California tax payers. We are using Proseries Professional.

Please advise.

ProSeries Professional

Just-Lisa-Now-

Intuit Community Champion

have you scrolled down the 1099R worksheet?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Just-Lisa-Now-

Intuit Community Champion

well, Im not seeing it anywhere either.

I saw that TurboTax has a place for it when you enter the 1099R, so I figured PS would as well....maybe Im looking right past it...Im not seeing a spot for the subtraction on the 540 Form CA either, so I cant even chase it back to the point of entry

@Kathi_at_Intuit is it staring me right in the face?

heres the instructions for TT but we dont have a state "use code" box for line 16

https://ttlc.intuit.com/community/taxes/discussion/california-military-pension-exclusion/00/3743370

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

abctax55

Level 15

It's an adjustment on California Sch CA, page 1, line 5 (pensions etc...).

Lacerte has a box to check "qualifies for military exclusion" on the W-2 input screen.

Maybe this will help you PS users track it down?

HumanKind... Be Both

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