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To report military retirement, it’s very important that you have your Form 1099-R to work from. A procedure is provided below, but it’s not advised that you proceed without your 1099-R.
Please call the Defense Finance and Accounting Service’s Retired and Annuitant Pay customer care center at (800) 321-1080 for assistance in getting your Form 1099-R. They’re open Monday through Friday from 8 a.m. to 5 p.m. EST, although you may experience long wait times this time of year.
See 1099R & W2 Tax Statement Requests for more information.
To enter your military retirement information without Form 1099-R in TurboTax Online:
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I still need to enter in a 1099-R for my Military Pension.
How do I change my file returned to a File Extension? [email address removed]
Instead of filing the extension, you can create a substitute 1099R but would need complete information such as address and EIN for 1099R. Here is how to report.
You may also file an extension if you are unable to provide the information necessary to fill out the 4852, which is the substitute 1099R.
If using Turbo Tax online, you can file your extension by:
If using the software:go to;
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