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Retirement tax questions
The RETIREE ACCOUNT STATEMENT is not entered on a federal tax return.
If you are receiving military retirement income then you should be receiving a Form 1099-R to report the income and taxes withheld. You should have received the Form 1099-R in January.
Go to this DFAS website if you have not received the Form 1099-R - https://www.dfas.mil/retiredmilitary.html
To enter a form 1099-R -
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
‎June 3, 2019
1:18 PM