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posted Apr 7, 2025 4:32:00 AM

Which option for the 1099-R should I use for military retirement (only options are Office of Personnel Management, IRA distribution, or Railroad Retirement)?

There is no option to select 1099-R for military retirement.

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1 Best answer
Expert Alumni
Apr 7, 2025 5:10:50 AM

That should have been reported on Form 1099-R (Not CSA-1099-R) so please select 

"Form 1099-R, withdrawal of money from 401(k) retirement plans, pensions, IRAs, etc."

1 Replies
Expert Alumni
Apr 7, 2025 5:10:50 AM

That should have been reported on Form 1099-R (Not CSA-1099-R) so please select 

"Form 1099-R, withdrawal of money from 401(k) retirement plans, pensions, IRAs, etc."