DanaB27
Expert Alumni

Tax help for military filers

Please follow these steps to enter your 1099-R for your military annuity:

 

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R”
  3. Answer "Yes" to "Did you get a 1099-R in 2021?"
  4. On the "Let's import your tax info" screen scroll down and "Change how I enter my form"
  5. Select "Type it in myself "
  6. Enter your 1099-R information and TurboTax will walk you through follow-up questions.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"