I'm trying to enter my military retirement 1099-R. System does not recognize Defense Finance and Accounting Service. It will not let me enter it myself. Any suggestions?

trimonds · ‎January 4, 2020

SteamTrain · ‎January 4, 2020

(Do you really have a 1099-R already ?)

anyhow...if you work back out to the table of 1099-R forms...delete whatever is in there, then start a new 1099-R. There should be an initial screen where you select "I'll type it in myself".

In past years, there was no auto-import available for military 1099-R forms, so selecting one of the import options likely wouldn't work (too early for most 1099-R forms to be available yet anyhow).

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

SteamTrain · ‎January 4, 2020

Yep, in the "Online" system, leave the box at the top empty, and go hit the button at the bottom of the page:

"I'll type it in myself"

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Expert does your taxes

Do it yourself

Resources

Support

I'm trying to enter my military retirement 1099-R. System does not recognize Defense Finance and Accounting Service. It will not let me enter it myself. Any suggestions?