You'll need to sign in or create an account to connect with an expert.
If you received a Form 1099-R from DFAS it is for pension income.
To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
On the screen Did you get a 1099-R in 2023? Click on Yes
On the next screen click on Continue
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add your 1099‑R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
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.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
DDABM
Level 2
kg16
New Member
boru
Returning Member
ccastro19
New Member
cjoyeck1444
New Member