AmyC
Expert Alumni

Retirement tax questions

Since military retirement is a nonqualified plan, follow these steps:

  1. edit the 1099-R,
  2. select not an IRA,
  3. not a public safety officer,
  4. choose the state,
    1. if you select a state
      1. select federal government retirement benefits,
      2. select non-qualified plan
      3. done
    2. If you do not select a state
      1. choose from a non-qualified plan
      2. done

If you are using the online version, please wait for an update for box 7 code 7. See Why am I getting an error when entering my 1099-R? or see another post for a work around.

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