Please be aware, if you retired under a disability law (Temporary Disability Retirement List or Permanent Disability Retirement List) and your retirement is not taxable then DFAS will not issue you a 1099-R. If this is the case then you do not need to enter anything in regards to this into TurboTax.
If you receive a 1099-R then this amount is taxable and will have to be entered into TurboTax:
- Login to your TurboTax Account
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
"TDRL/PDRL Exemption: If you retired under a disability law (Temporary Disability Retirement List or Permanent Disability Retirement List), your retired pay will be fully non-taxable if your pay is calculated based upon your military (not VA) disability percentage and you meet one of the following conditions:
- You were in the military or under a contractual obligation to join the military on September 24, 1975, or
- Your military disability rating is combat-related
The welcome letter you received from DFAS when you first retired indicates whether your pay is computed using your military percentage of disability or your years of service." (DFAS)
If you had any retroactive changes and therefore have to amend your previous returns then please see How to amend (change or correct) a return you've already filed.
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