BillM223
Expert Alumni

Retirement tax questions

@jameskelly2

 

As noted above, you do a Search (upper right) for 1099-r and click on the jump-to link to enter your 1099-R. 

 

If you had already said that you lived in Kentucky in the My Info or Personal Info section, then TurboTax in the screens after entering the 1099-R may ask you the source of the 1099-R, which would give you the chance to indicate that it is military retirement.

 

Otherwise, when you enter the Kentucky interview, TurboTax will ask you the source of the pension/annuity distribution there.

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