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Retirement tax questions
Be sure to continue through the follow-on questions after entering the form data as noted by @DoninGA . You may be asked "Where is this form from?" Options may be Federal or Military Retirement depending on how your state handles 1099-R income.
You will also select "Non-qualified" for military retirement.
Once you complete the federal entries, the information flows to your state interviews to be handled according to their laws. Many states are excluding military retirement from their state taxable income. TurboTax will help you verify how your state is handling military retirement.
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‎February 13, 2024
11:17 AM