I am trying to complete a Utah state return with Military Retirement. Proseries is not allowing the deduction using Code AJ. Am I missing a box somewhere that needs to be checked to exclude the amount?
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Has anyone been able to find how to get the software to calculate the Utah State Military Retirement Credit? I see where the amounts go but they are non-editable fields.
Yes I was. Under the Federal 1099-R Worksheet under the state tax withheld information area, after Box 16-1 there is a spot that says STATE USE CODE (SEE HELP) in that blank area type a CAPITAL M. The spot sits right under Payer's state NO. Then when you open the state it should calculate and exclude the retirement income. Make sure it is a CAPITAL or it will not work.
@Solomonstax, thank you for that information. After entering the capital 'M' in the State use code (See Help) filed it worked exactly as desired. Thank you!
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