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