HOW DO I REPORT MILITARY RETIREMENT INCOME?

[kelloggsquiltsrefuge]

it is a 1099-r but not labeled as such so what form do i use?

[xmasbaby0]

You enter it where other 1099R's are entered.

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

[DoninGA]

If you received military retirement income from DFAS they use a IRS Form 1099-R.

Go to this IRS website for what the Form 1099-R looks like - https://www.irs.gov/pub/irs-pdf/f1099r.pdf

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

Online editions -

On the screen Did you get a 1099-R in 2024? Click on Yes

On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue