How to resolve the Military Retirement issue of having only 2 wrong choices (1) not a 403-b plan, and (2) not a qualified retirement plan. (Non-qual plan)?
Mil retirement is a Non-Qualified.
02519
2 Replies
tRoe1
New Member
Mar 12, 2025 7:57:10 AM
Hello! There is an option of OTHER to choose on this section. You can report it as OTHER if nothing else fts the distribution that you received the 1099R for.
AmyC
Expert Alumni
Mar 12, 2025 4:24:39 PM
Since military retirement is a nonqualified plan, follow these steps: