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Retirement tax questions
Yes, select the appropriate form, but I'm 99% sure a DFAS military pension comes on a standard 1099R, not a CSA- or CSF- form. So, people need to be very careful to look at their actual form title, and not to select the wrong form type. I'm hoping they don't use the selection you showed in your picture.
(Yeah, probably wasn't your intent to have them make that selection... but "Select the appropriate form", could be interpreted either as a general comment, or as an instruction to make the particular selection you showed...which was what I first thought.)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎January 19, 2022
6:48 AM
520 Views