turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Is military retirement pay from a qualified or nonqualified plan?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
JulieR
Expert Alumni

Is military retirement pay from a qualified or nonqualified plan?

Military retirement is considered a non-qualified plan. The term "qualified retirement plan" applies to plans covered by the Employee Retirement Income Security Act, or ERISA. ERISA only covers private sector retirement plans. The law does not cover public sector pensions including federal government plans such as the military retirement system. Military pensions are therefore considered nonqualified plans.

https://www.dol.gov/general/topic/retirement/erisa

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question