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nickeepe
New Member

Is the US Military Retirement Pay considered a "Non-Qualified" Plan? If so, where is this information normally found?

My form 1099-R does not have a check box for this information.

1 Reply
Leonard
Intuit Alumni

Is the US Military Retirement Pay considered a "Non-Qualified" Plan? If so, where is this information normally found?

Yes, 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.

Generally, your retirement plan information will state if a plan is Qualified or Non-Qualified.  The plan administrator can also provide the information

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