Is military annuitant pay reported on 1099-R form a qualified or non-qualified plan? The question is not about military retirement pay to a veteran. It is about the annuitant pay to the surviving spouse of a veteran. Various answers to the question answer with respect to military retirement pay, not annuitant pay. DFAS also gives the same answer, referencing military retirement pay.
I suppose it's likely that the annuitant pay is also from a non-qualified plan since the funding source is the same as the retirement pay, but nobody seems to be able to answer the specific question: "Is military annuitant pay reported on 1099-R form a qualified or non-qualified plan?"
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It came from a Military retirement account.....so it is non-qualified no matter who gets the $$ and the 1099-R.
It came from a Military retirement account.....so it is non-qualified no matter who gets the $$ and the 1099-R.
How do you find out who the plan administrator is in order to get in touch with them?
Non-Qualified.
I just got off the phone with DFAS.
They told me the US Military Annuitant Pay received shown on the 1099-R to my minor child, who is a survivor of a deceased veteran, is a Non-Qualified Plan.
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