DMarkM1
Expert Alumni

Retirement tax questions

You will enter military retirement pay in the "Income & Expenses" tab.

 

Scroll down to "Retirement Plans and Social Security"

"Show More"

"Start/revisit" the "IRA, 401K, Pension withdrawals (1099R)"

"Add a 1099R"

Select the "Financial Institution or other Provider" option

 

Military Retirement pay is a non-qualified plan and falls under that catch-all category. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"