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New Member
posted Mar 27, 2023 3:46:27 PM

Military retirement (defense finance and accounting) is not an option along with CSA it is a gov pension and I can deduct some from my state taxes. there is no option

0 3 2020
3 Replies
Expert Alumni
Mar 27, 2023 4:05:38 PM

When entering a 1099-R from DFAS in your Federal return, choose 'Retired or retainer pay of the uniformed services of the U.S'. at the question 'Where is this distribution from?'

 

Depending on your state, all or part of your military retirement pay may be excluded from tax (or sometimes a credit is given instead).  You will be asked about this in your State interview in TurboTax. 

 

If you can clarify with more info about your state, we'll try to help more specifically. 

 

Click this link for more info on Retirement Pay Taxes for your state.

 

@calm113672 

 

 

New Member
Mar 27, 2023 6:33:31 PM

I add 1099R and turbo says "Who gave you 1099 R? I only have 4 choices, Finacial institute or other provider.

CSA 1099.  CSF 1099 And RRB 1099 R. turbo gives me no other choices. In persolal question asked if I am a member or former member of the U.S. Armed Forces (active, reserve or National Guard).

answered yes next was "David, what was your military status as of December 31, 2022? = Former member (retired, veteran, etc.)

So no choice in turbo for DFAS

Expert Alumni
Mar 27, 2023 6:53:18 PM

Select Financial Institution, or CSA if this is a CSA-1099, and then when you get this screen, after you enter your Form 1099-R, select U.S. Government (including military).

 

 

 

 

 

If this does not work please feel free to come back to TurboTax Community with additional Information regarding your question.  You can also click here for information on Turbo Tax Support.  You can connect with a Live Turbo Tax Specialist and share your screen.