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j-cweiss
New Member

How to submit a 1099-R for Military Retirement pay from DFAS? Option not provided on list - DFAS is not OPM, Railroad, nor a financial institution.

 
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2 Replies

How to submit a 1099-R for Military Retirement pay from DFAS? Option not provided on list - DFAS is not OPM, Railroad, nor a financial institution.

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

**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.**
DawnC
Employee Tax Expert

How to submit a 1099-R for Military Retirement pay from DFAS? Option not provided on list - DFAS is not OPM, Railroad, nor a financial institution.

Skip the import and choose 1099-R (financial institution or other provider).   DFAS is an ''other provider'' in TurboTax.  

 

Where do I enter a 1099-R?   You can enter the amounts directly in TurboTax.   After you enter the form with the Federal ID number, TurboTax will prompt you to identify the form as military retirement and then transfer amounts to your state return if applicable.   Thank you for your service!    

 

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