SharonD007
Expert Alumni

Retirement tax questions

No, enter as a 1099-R. It will be entered under Retirement Plans section of the Income and Expenses. When you add the 1099-R. Military retirees receive a 1099-R tax form. Refer to the DFAS website Getting Your 1099-R for more information.

 

Follow the steps below to enter your 1099-R:

  1. Select Federal
  2. Select Income and Expenses
  3. Scroll down to Retirement Plans and Social Security
  4. Select Start or Update by IRA, 401(k), Pension Plan Withdrawals (1099-R).

Refer to the TurboTax Help article Where do I enter my 1099-R? for more information.

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