I HAVE A MILITARY 1099-R THAT I NEED TO ENTER. I HAVE TRIED ALL THE CHOICES BUT THEY ARE NOT CORRECT. WHICH CHOICE DO I USE TO ENTER IT?

[macuser_22]

If it is a CSA-1099-R from OPM then choose that type.

[SteamTrain]

But #1  if it was from DFAS...then it's a regular 1099-R.

BUT #2:  Some 1099-R forms from DFAS had a FEIN issued without the proper number (too short).  The proper FEIN has a "2" at the end....it should have been:

34-0727612

__________________________________

Also, if you turned age 59.5 at any time during 2020 there was an occasional issue with making entries in the software...they might have fixed it by now...they might not have.    IF you did turn 59.5 in 2020 and are having issues with some penalty...post back, and we can instruct you about a fairly simple workaround...

[Carl]

Also, for military retirement it's a non-qualified plan. That matters.