DanaB27
Expert Alumni

Tax help for military filers

The form you get for military retirement is Form 1099-R therefore please select "Form 1099-R". The retirement from US Armed Forces isn't reported on a special form.

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. Click "Continue" and enter the information from your 1099-R
  4. Continue until you get to the "Was this distribution from a Qualified Plan" screen and select "Non-qualified Plan"

 

@figueroacruzj23 

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