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tb11091
New Member

Cannot Edit/Add my Military Pension 1099-R

 
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2 Replies

Cannot Edit/Add my Military Pension 1099-R

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

On the screen Did you get a 1099-R in 2023? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

DMarkM1
Employee Tax Expert

Cannot Edit/Add my Military Pension 1099-R

Be sure to continue through the follow-on questions after entering the form data as noted by @DoninGA .  You may be asked "Where is this form from?" Options may be Federal or Military Retirement depending on how your state handles 1099-R income.  

 

You will also select "Non-qualified" for military retirement.  

 

Once you complete the federal entries, the information flows to your state interviews to be handled according to their laws. Many states are excluding military retirement from their state taxable income. TurboTax will help you verify how your state is handling military retirement. 

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