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Tax help for military filers
IF the DFAS 1099-R was for a person's military service (usually 20 yrs or longer, unless medically discharged).
Then Yes, it is considered a Military Pension....even if a surviving spouse is getting it after the original recipient's death.
In general, it doesn't make a difference on a federal tax return, but some states exempt those $$ form state taxes if the pension is a Military pension from DFAS.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 25, 2024
12:51 PM