Retirement tax questions

SteamTrain · ‎February 21, 2021

( Wages & Income tab for the Free, Deluxe and Premier versions of TTX)

Yep....... a Military 1099-R is just a 1099-R like any other "1099-R".

....the BUT......there is a follow-up page, several pages after all your form entries, where you indicate that it is form a "non-qualified" retirement plan.

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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*