My 1099-R form is from my divorce 18yrs ago. This money is the settlement I get from his Navy retirement pension.!! Not an IRA.

jeweldr-2 · ‎June 6, 2019

MichaelDC · ‎June 6, 2019

Did you receive a 1099-R in your name? Did you receive all the distributions reported in Box 1?

MichaelDC · ‎June 6, 2019

Are you concerned about the checkbox for IRA/SEP/SIMPLE?

MichaelDC · ‎June 6, 2019

Military retirement is not a distribution from an IRA. Do not mark the IRA/SEP/SIMPLE box in TurboTax Form 1099-R between Box 7 and Box 8.

Please feel free to post any additional details or questions in the comment section.

Retirement tax questions