Which 1099 option do you select for military retirment?

andrewlynch · ‎April 15, 2023

It's from Defense Finance and Accounting Service

SteamTrain · ‎April 15, 2023

What state is involved?

The Selections presented depend on what state you are living/filing for.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

MarilynG1 · ‎April 15, 2023

Military retirement from DFAS is reported on a Form 1099-R, so select that option. Enter it under 'IRA, 401K, Pension Plan Withdrawals' in the Wages & Income section.

Your SSA-1099 for Social Security Benefits is entered right below that.

@andrewlynch

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andrewlynch · ‎April 18, 2023

Thanks! I was able to sort it out and take care of my taxes. I appreciate everyone reaching out.

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Which 1099 option do you select for military retirment?