topic System will not accept DFAS amount in Get your taxes done using TurboTax

System will not accept DFAS amount

jrhebbe2 — Tue, 07 Apr 2026 14:13:23 GMT

System will not accept military retirement pay input

Re: System will not accept DFAS amount

JamesG1 — Tue, 07 Apr 2026 14:21:56 GMT

System will not accept military retirement pay input

Do you mean that you are not able to download your IRS form 1099-R from DFAS? Or something else? Please clarify.

In TurboTax Online, follow these steps to report IRS form 1099-R:

Down the left side of the screen, click on Federal.
Down the left side of the screen, click on Wages & income.
Scroll down to Retirement Plans Social Security. Click the down arrow to the right.
Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals.
At the screen Did you get a 1099-R in 2025?, select Yes.
At the screen Choose all the situations that apply to you, make selection and Continue.
You will be given options:
to connect with your financial accounts,
to upload your form, or
type it in myself.

Re: System will not accept DFAS amount

SteamTrain — Tue, 07 Apr 2026 14:51:18 GMT

@jrhebbe2

Since DFAS does not make the special files that allow you to directly import the data from DFAS into TTX.

You should select "Type it in myself"

(my opinion) I recommend you do NOT attempt to upload a Picture or PDF into the software....too many problems occur as the software "attempts" to interpret what it sees. (someday it will be flawless, but not so far)

Re: System will not accept DFAS amount

jrhebbe2 — Fri, 10 Apr 2026 02:22:31 GMT

Forget the remark above. The major problem was that I was confronted with a series of questions for which the answer was to choose between a check mark or a check mark with a box around it. Both situations contained a check mark. When I telephoned an Intuit rep, he was provided access to my screen. I was surprised to learn that what he saw was not the same as what I saw...on the very same screen. He said he saw were check marks or empty boxes. I had no empty boxes at all. WIndows 11. Up to date.

I am in the process of returning the product. Paying someone else to do my taxes.