Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 11, 2024 6:51:31 AM

Where to enter Military Retirement 1099-R.

Where do I enter my Military 1099-R Retirement info?

 

0 1 722
1 Replies
Expert Alumni
Mar 11, 2024 7:09:29 AM

Yes, you enter your 1099-R from DFAS in the same section as other retirement plans.

 

Here's how to enter it in TurboTax Online:

 

  1. Sign in to your TurboTax account.
  2. Select  Wages & Income.
  3. Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R), under Retirement Plans and Social Security, select Start or Revisit to the right.
  4. Answer Yes to Did you get a 1099-R in 2023?
  5. Select Change how I enter my form at the bottom.
  6. On the next screen, choose the option that works best for you and follow the on screen directions to enter your 1099-R.
  7. When you get to the screen that says What kind of retirement plan do you have with DFAS? select Non-qualified plan, then Continue.
  8. Answer the remaining questions according to your situation.