msimonjr
New Member

Retirement tax questions

Thanks for the quick reply.  

 

I already have that block marked correctly.  However in the next screens it asks if any of the money was taken before age 59 1/2 (yes) then it goes through a series of questions culminating in: "We noticed you had to take out money from a retirement plan early. In some cases, withdrawing money could mean you'll have to pay extra taxes."

It then asks if I meet any of the exceptions to avoid penalty and only offers options that don't include military retirement pay.  (Qualified retirement plan (e.g., pensions, 401(k)s and 403(b)s), Nonqualified annuity (e.g., commercial annuities), Modified endowment contract (This is not common))

It won't let me go past this screen but doesn't offer an acceptable answer I can select.