Military Retirement Exclusion - CA

[Stevan]

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

Please advise.

[Just-Lisa-Now-]

have you scrolled down the 1099R worksheet?

[Just-Lisa-Now-]

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

[abctax55]

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?

[Just-Lisa-Now-]

We have generic lines to enter adjustments like that, I just expected it to have its own line that would flow from somewhere, since TT was updated for it, I figured PS would be too....shame on me!

@Stevan looks like you can enter it manually on the 540 Form CA