DanaB27
Expert Alumni

Retirement tax questions

No, the military retirement on Form 1099-R should not be an issue. 

 

To recap, you verified that your W-2 entry doesn't accidentally have box 13 checked, but are getting the message you cannot deduct your traditional IRA contribution because of your income and a retirement plan at work.

 

The retirement plan coverage question should come up during the IRA contribution interview if none of the W-2s have box 13 checked:

  1. Click on "Search" on the top right and type “IRA contributions” 
  2. Click on “Jump to IRA contributions"
  3. Select “traditional IRA
  4. Continue until you get the "Retirement Plan Coverage" screen and select "no"

 

 

 

 

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