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Retirement tax questions
@slflashy wrote:
None of this was helpful. Same problem for me. I select non-qualified and it still forces it as a 403b or qualified. I guess I can't use Turbo tax anymore
If you are entering a Form 1099-R and not a CSA-1099-R or a CSF-1099-R, then there is an issue with how the 1099-R was entered. Military pensions are straight forward and should, in most cases, only include amounts in boxes 1, 2a, 4, and 7.
Delete the Form 1099-R and re-enter manually.
March 9, 2025
4:00 PM