Please follow these steps to enter your 1099-R for military retirement into TurboTax:
- Once in your return, type "1099-R" into the search box on the blue dashboard
- Click
on blue link "Jump to 1099-R"
- On the "Your 1099-R" screen, click Yes to Did you have any of these types of income in 2016? and click Continue (If you've already entered another 1099-R, you'll see the "Your 1099-R Entries" screen. Click +Add Another 1099-R)
- Click I'll type it in myself and click Continue
- On the "Tell Us Which 1099-R You Have" screen click radio button to left of Form 1099-R, withdrawal of money from 401(k) retirement plans, pensions, IRAs, etc. and then click Continue
Once
you enter your 1099-R from your military pension, make sure you continue to
answer questions through all the follow up screens. They will ensure your
military pension is reported correctly and carried over to any state return correctly.
Note:
Military pensions are considered non-qualified plans.
