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Level 1
April 12, 2026
Question

The military 1099-R, been retired since 2006. Is this considered an annuity?

  • April 12, 2026
  • 1 reply
  • 42 views
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1 reply

DoninGA
Level 15
Level 15
April 12, 2026

Yes, a military 1099-R for a retiree (since 2006) is considered a pension or annuity for tax purposes. DFAS uses Form 1099-R to report taxable military retirement pay, which is treated as pension income on tax returns