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Tax help for military filers
@tracyecrider I just entered a Form 1099-R using the DFAS FEIN of 34-0727612 with a box 1 distribution of $30.000 and a box 2a taxable amount of $30,000 and Federal Income Taxes withheld in box 4 of $10,000. Entered a code of 7 in box 7. Completed entry of the Form 1099-R.
The following screen asked if the IRA/SEP/SIMPLE boxes was checked, answered No.
The next screen asked if the employment was from a Public Safety Officer, answered No.
The next screen asked if this was from a Qualified Plan, checked the box From a non-qualified plan
The following screen showed the amount paid from DFAS and clicked on Continue
The following screen asked if we took a Disaster Distribution in prior years or repaid a prior year distribution, answered No.
The program then takes you back to the Wages & Income screen.
No errors whatsoever.
This was all done using the 2023 TurboTax Premier desktop edition for Windows.
I cannot recreate your error.