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sawdod
New Member

Military Retirement 1099R

Where am I suppose to enter my Military retirement 1099r?
It is asking me to fill out a substitute 1099. What do I need to do?
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1 Reply
ToddL
New Member

Military Retirement 1099R

Enter your DFAS Form 1099-R in the IRA, 401(k), Pension Plans (1099-R) interview under Federal Taxers > Wages and Income > Retirement Plans & Social Security.

If you didn't get a DFAS Form 1099-R, go to the myPay website (https://mypay.dfas.mil).

The only way the program will ask you to complete a Substitute 1099-R is if you tell it you need to prepare one. See the attached screenshot example.

If you inadvertently started a Substitute 1099-R, use the "Delete a Form" tool to remove the form. 

See: How do I delete forms in TurboTax Online?

After deleting the substitute 1099-R, log out of the program. When you log back in, use the Delete a Form tool to confirm the substitute 1099-R has been removed from the list of forms in your return. 

 

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