turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
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 enter my Dad's 1099-R information for Military Retirement Pension income? All inputs for 1099-R appear to be for withdrawals which is not the case.

 
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.

2 Replies
CesarJ
Employee Tax Expert

Where do I enter my Dad's 1099-R information for Military Retirement Pension income? All inputs for 1099-R appear to be for withdrawals which is not the case.

To enter your dad's 1099-R for Military Retirement Pension income in TurboTax Online, go to the Wages & Income section.

Scroll to the Retirement Plans and Social Security section and select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

Enter the 1099-R information exactly as it appears on the form. TurboTax allows entry for pensions, not just withdrawals.

If box 2b (Taxable amount not determined) is checked and your dad has a military pension, TurboTax will prompt you to enter details including any nontaxable portions such as disability or housing allowances, which can adjust taxable amounts.

This method accurately reports military retirement pension income disclosed on 1099-R and helps calculate the correct taxable amount.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Where do I enter my Dad's 1099-R information for Military Retirement Pension income? All inputs for 1099-R appear to be for withdrawals which is not the case.

@ramsfaninbidd 

 

The standard 1099-R form is the one you use.

 

Yeah, some of the questions generically refer to all the $$$ as being withdrawals...which implies the person had to take action to get the $$.  In a way he did so once when he first applied for his pension.   Whatever he was sent for the year is what was distributed/ paid/withdrew ...don't try to read too much into the term.

 

Then once he reaches age 73, there might be questions about RMDs for that pension.....for a pension that he has no control over the $$ amounts anymore...the RMD is just the box 1 value on that 1099-R.   DFAS has already pre-determined the RMD and is paying it out each year.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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