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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
March 18, 2025
2:45 PM