DFAS 1099-R Military retirement pay

jasparrot · ‎March 26, 2025

Am I understanding correctly that Military retirement income reported on a 1099R is "non-Qualified"?

SharonD007

Yes, military retirement income is non-qualified. Qualified retirement plans qualify for certain tax benefits and meet the guidelines of the Employee Retirement Income Security Act (ERISA) while nonqualified plans don't. Examples of qualified plans are 401(k) plans, profit-sharing plans, and Keogh (HR-10) plans. Examples of nonqualified plans are deferred-compensation plans, executive bonus plans, and split-dollar life insurance plans.

Refer to the TurboTax article What is a "qualified retirement plan"? for more information.

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DFAS 1099-R Military retirement pay