If you receive Concurrent Retirement and Disability Pay (CRDP), also known as Concurrent Receipt, which allows military retirees to receive both a full military retirement pension and full VA Disability compensation benefits, then only your VA Disability is not taxable. But your military retirement (shown on the 1099-R) is taxable and has to be included in your tax return.
Please follow these instructions to enter your Form 1099-R :
- Login to your TurboTax Account
- Click "Take Me To My Return"
- Click "Federal" from the left side of your screen
- Scroll down to “Retirement Plans and Social Security” and click “Show more”
- Scroll down to “IRA, 401(k), Pension Plan Withdrawals (1099-R)” and click “Start”
- From here TurboTax will walk you through entering your information.
