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etees18
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HOW DO I ENTER MY MILITARY RETIRED PAY WITHOUT IT BEING CONSIDERED AS AN IRA?

i HAVE DELETED AND ADDED 1099-Rs AND EACH TIME IT TAKES THE IRA ROUTE. I THINK THERE IS A PROGRAM ERROR.
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2 Replies

HOW DO I ENTER MY MILITARY RETIRED PAY WITHOUT IT BEING CONSIDERED AS AN IRA?

Please explain what you mean when you say it "takes the IRA route?"   Are you referring to the question about an RMD?   When you are entering the 1099R for a pension you just need to say it was all an RMD.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

HOW DO I ENTER MY MILITARY RETIRED PAY WITHOUT IT BEING CONSIDERED AS AN IRA?

All 1099R forms are entered the same way and same place.  The only thing that tells it is an IRA is the checkmark in the little IRA/SEP/SIMPLE box between boxes 7 & 8.  If it's asking for the RMD for a pension it's whatever they send you. Say all of it is the RMD. If you have a RMD requirement it will ask you if it is the RMD. Say yes and enter the amount as the RMD amount. The pension doesn't need to calculate any RMD. Anything your pension pays you is considered to be the RMD. Traditional pensions automatically fulfill the rules of an RMD. So just enter the same amount in box 1 for the RMD for each 1099R. 

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