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Level 1
posted Apr 15, 2023 9:58:00 AM

Which 1099 option do you select for military retirment?

It's from Defense Finance and Accounting Service

0 3 1474
3 Replies
Level 15
Apr 15, 2023 10:13:43 AM

What state is involved?

 

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

 

Expert Alumni
Apr 15, 2023 10:17:29 AM

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 

 

Level 1
Apr 18, 2023 10:50:32 AM

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