AmyC
Expert Alumni
Expert Alumni

Retirement tax questions

Military retirement is a non-qualified plan. I think you missed a step.  Follow these steps:

  1. Edit the 1099-R, 
  2. select not an IRA, 
  3. choose the state, 
  4. select federal government retirement benefits, 
  5. select non qualified plan
  6. done

 

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‎March 7, 2025 3:42 PM
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