Amo1
New Member

Retirement tax questions

As noted in the @NormanPetersen reply above there is a work around for the on-line version of TT, but it is not elegant.

After entering the details for Defense Finance 1099-R and answering some generic questions the "work around" (but not valid) responses on some following screens are:

-- Military Retirement Distribution

-- Qualified Plan (most common)

-- No, it's another type of qualified retirement plan

-- RMD due by Dec 31,2024 (enter $0)

Technically the military pension is a non-qualified plan and there is no RMD required