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Level 1
June 6, 2019
Question

My 1099-R is a SSB from DFAS HOW DO YOU WANT THIS ON THE FORM

  • June 6, 2019
  • 1 reply
  • 11 views
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1 reply

MargaretL
Level 12
June 6, 2019

You may enter the form 1099-R using the steps below for your special separation benefit.  The code in box7 will determine its tax treatment; all you have to do is enter the form exactly as it appears and please answer some follow-up questions:

  1. Federal Taxes
  2. Wages and Income
  3. Scroll down to Retirement Plans and Social Security
  4. Select IRA, 401(k), Pension Plans (1099-R)