The Form DFAS-CL 7220/148 isn't reported on your tax return. If you want to make changes to your beneficiaries, you would do that through your Department of Defense personnel department.
This Form is your "Retiree Account Statement" (RAS) issued by DFAS that summarizes your pay, benefits and deductions.
If you are receiving retirement benefits from this account they would be on a Form 1099-R. You would enter your Form 1099-R into TurboTax to report your retirement income.
If you received a Form 1099-R you would enter it as follows:
Here's where to enter your Form 1099-R in TurboTax:
- Open or continue your return.
- In the Federal section, select Wages & Income.
- Scroll to locate Retirement Plans and Social Security.
- Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
You can also find the 1099-R section using Search. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.
Click here for the Department of Defense's Finance and Accounting.
Click here for a copy of the Department of Defense Beneficiary Designation Form.
Click here for where to enter your Form 1099-R
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