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New Member
posted Jun 6, 2019 12:31:59 PM

My 1099-R form is from my divorce 18yrs ago. This money is the settlement I get from his Navy retirement pension.!! Not an IRA.

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1 Best answer
New Member
Jun 6, 2019 12:32:05 PM

Military retirement is not a distribution from an IRA.  Do not mark the IRA/SEP/SIMPLE box in TurboTax Form 1099-R between Box 7 and Box 8.

Please feel free to post any additional details or questions in the comment section.


3 Replies
New Member
Jun 6, 2019 12:32:01 PM

Did you receive a 1099-R in your name? Did you receive all the distributions reported in Box 1?

New Member
Jun 6, 2019 12:32:03 PM

Are you concerned about the checkbox for IRA/SEP/SIMPLE?

New Member
Jun 6, 2019 12:32:05 PM

Military retirement is not a distribution from an IRA.  Do not mark the IRA/SEP/SIMPLE box in TurboTax Form 1099-R between Box 7 and Box 8.

Please feel free to post any additional details or questions in the comment section.