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Question

TurboTax asking me to select the type of 1099-R I have, 1099-R for military retirement. This form choice not listed. What shall I do?

Forum|Forum|6 years ago
February 3, 2020
2 replies
35 views

Turbo Tax wants to have it in pdf. I chose I don't have one option to write it up, next it lead me to a page the asked "Tell us which 1099-R you have

TurboTax Deluxe Online

JohnB5677

Level 15

You should have a paper copy on a FORM 1099-R that reflects the military pension that you received. You should NOT prepare a substitute 1099-R.

Here are some contact numbers if you don't have a copy of the 1099-R ,

For additional help, contact the appropriate Defense Finance and Accounting Service (DFAS) office:

Army, Air Force, Navy, Marine Corps active duty or Reserve –
Call 1-888-332-7411
Retiree, survivor, or beneficiary –
Call 1-800-321-1080

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

SteamTrain

Level 15

..........that question varies depending on what state is your Residency state for tax purposes. Soem states won't exempt military retirement pay..others exempt all of it

So we can't tell you which choice to make, until yo tel us what state is involved.......to see what I mean, look at some these for various states:

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

TurboTax asking me to select the type of 1099-R I have, 1099-R for military retirement. This form choice not listed. What shall I do?

2 replies

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