You indicated you are using Online Deluxe LIVE...... That's an extra ~$60-65, but it does get you access to an actual live prep tax agent (we here in the community are not your LIVE agents).....and you could simply ask them to ensure, or show you that the 10% penalty is not being assessed.

If you are NOT going to be using a LIVE agent, then you can remove the LIVE part:

How do I remove TurboTax Live? (intuit.com)

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

Carl

Level 11

Three things concerning a military retirement 1099-R

- On the screen that asks if the IRA/SEP/SIMPLE box is checked, you must indicate no.

- On the screen that asks if you were employed as a public safety officer, you must select no.

- On the screen that asks if the payment was from a qualified or non-qualified plan, you must select that it's from a NON-Qualified plan.

The last one being incorrectly selected is the most common reason for a penalty to be assessed if you are not yet of retirement age.

I'm entering a 1099-R for military retirement pay/pension and I believe it is treating it like an early withdrawal, how do I fix this?

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