3032790
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Where do I annotate my military retirement 1099-R. I have already been working on my W-2 from my employer.

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
JulieS
Expert Alumni

Where do I annotate my military retirement 1099-R. I have already been working on my W-2 from my employer.

Yes, you will need to enter your 1099-R for your military retirement. This is how to do that in TurboTax:

 

 

  1. Select Federal, then  Wages & Income.
  2. Find IRA, 401(k), Pension Plan Withdrawals (1099-R) under Retirement Plans and Social Security, select Start to the right.
  3. Answer Yes on the next screen, or if you already have an entry in this section, click Add another 1099-R at the bottom of the screen.
  4. Click Continue.
  5. Follow the steps to import your 1099-R, or scroll to the bottom and select Change how I enter my form.
  6. On the next screen select, I'll type it in myself.
  7. On the next screen select Financial institution or other provider (1099-R)
    and click Continue.
  8. Fill in the next screens with the figures from your form. 
  9. On the screen, Where is your distribution from? check the box next to Retired or retainer pay of the uniformed services of the U.S.
  10. Continue until you finish this section.
     
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question