AmyC
Expert Alumni

Tax help for military filers

Please follow these steps:

  1. Return to federal section
  2. Income
  3. 1099-R
  4. Edit/Update
  5. Select your military retirement 
  6. Edit/review/update
  7. Scroll down your 1099-R to the bottom section
  8. Make sure you have entered AZ into the state ID box 13.
  9. If you can fill in lines 12-14, even better. Minimum, box 13 must have AZ in it.
  10. screen Double check your info, select NO
  11. Continue
  12. screen Public Safety Officer, select NO
  13. Continue
  14. screen Select your state, select AZ box
  15. screen Where is this from? select retired or retainer pay of the uniformed service of the US
  16. Fill in the state information (lines 12-14 on 1099-R)
  17. Continue
  18. screen Was this from a qualified plan: Select From a Qualified Plan
  19. screen What did you do? Select Did something else
  20. Continue
  21. screen for Qualified disaster, select No
  22. screen for Periodic Payments, select Yes
  23. finish up the last 2 questions with your personal information

 

@bobmadsen

 

 

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