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New Member
posted Jun 4, 2019 11:37:01 PM

How do I enter my military retirement pay. I have a 1099-R

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6 Replies
Alumni
Jun 4, 2019 11:37:01 PM

Type   1099-R   into the search box, click Find, then click Jump to
on the page that asks what kind of 1099-R you have it is the plain   1099-R   choice. Later in the interview when Turbotax asks whether it is a qualified or non-qualified plan, you answer  non-qualified   plan.

New Member
Apr 2, 2022 1:31:49 PM

Help! I am not seeing the option for Plain 1099-R

Expert Alumni
Apr 2, 2022 1:41:33 PM

Here's how to enter your 1099-R in TurboTax:

  1. Open (continue) your return, if you don't already have it open
  2. Locate the Search bar by the magnifying glass icon. Search for 1099-R and select the Jump to link in the search results
  3. Answer Yes on the Did you get a 1099-R? screen
    • If you land on the Review your 1099-R info screen instead, select Add Another 1099-R
  4. Answer any questions until you get to the screen Let's import your tax info. Here you can choose how you want to enter your 1099-R:
    • If your financial institution is a TurboTax 1099 partner, you can import your form. Select your institution from the list and enter your sign-in credentials, then select Get my form to start the import process
    • If you prefer to upload your 1099-R or type in the info yourself, select Change how I enter my form. On the next screen, select your preferred entry method
  5. Continue answering the questions to enter or review the info from your 1099-R @eudox1e

Level 1
Apr 3, 2024 12:17:48 PM

This is my first 1099-R from the military. The form was mailed to me by the Defense Finance Accounting Service (DFAS). 

Do I take the same procedures for entering data? Is this a qualified or non-qualified entry?

Level 15
Apr 3, 2024 12:21:54 PM


@Mr--Tyler wrote:

This is my first 1099-R from the military. The form was mailed to me by the Defense Finance Accounting Service (DFAS). 

Do I take the same procedures for entering data? Is this a qualified or non-qualified entry?


Yes, you enter the Form 1099-R just as it is received.  It is no different than entering a civilian 1099-R for retirement income.

The military pension income is from a non-qualified plan.

Level 1
Apr 3, 2024 12:31:30 PM

Thank you