Retirement tax questions
You are reporting a pension from the Defense Department.
In TurboTax Online, at the screen Who gave you a 1099-R, did you select Financial institution or other provider?
If I select Financial Institution or other provider, at the screen Where is your distribution from?, I am able to select Military retirement or military survivor's benefit.
At the screen What kind of retirement plan do you have, I am able to select Non-qualified plan.
[Edited 03/16/25 | 8:00 pm PST]
