Where to enter Military Retirement 1099-R.

[stevenmilburncomcastnet]

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

[JulieS]

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.