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Retirement tax questions
You choose the plain 1099-R.
If there are any special treatments for it...for state tax return situations...that will be handled, either in follow-up questions after you fill in all the boxes on the main form, or sometimes in the state Q&A section when you eventually get to working on your state (if you live in a state with an income tax)
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Ther may be a question on one of the pages following that 1099-R entry...that asks if it was from a Qualified or nonqualified plan.
If you read the text where it asks...Military retirements are nonqualified plans,.
Now...if you also have a TSP account and start taking from that...that will be a separate 1099-R, and that is the same as a 401k and is "qualified"
____________*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, 2024
4:03 PM