topic How do I enter my military retirement pay. I have a 1099-R in Retirement tax questions

How do I enter my military retirement pay. I have a 1099-R

sa716 — Wed, 05 Jun 2019 06:37:01 GMT

Type 1099-R into the search box, click Find, then cli...

jerry2000 — Wed, 05 Jun 2019 06:37:01 GMT

Type 1099-R into the search box, click Find, then click Jump to
on the page that asks what kind of 1099-R you have it is the plain 1099-R choice. Later in the interview when Turbotax asks whether it is a qualified or non-qualified plan, you answer non-qualified plan.

Re: Type 1099-R into the search box, click Find, then cli...

eudox1e — Sat, 02 Apr 2022 20:31:49 GMT

Help! I am not seeing the option for Plain 1099-R

Re: Type 1099-R into the search box, click Find, then cli...

LeonardS — Sat, 02 Apr 2022 20:41:33 GMT

Here's how to enter your 1099-R in TurboTax:

Open (continue) your return, if you don't already have it open
Locate the Search bar by the magnifying glass icon. Search for 1099-R and select the Jump to link in the search results
Answer Yes on the Did you get a 1099-R? screen
- If you land on the Review your 1099-R info screen instead, select Add Another 1099-R
Answer any questions until you get to the screen Let's import your tax info. Here you can choose how you want to enter your 1099-R:
- If your financial institution is a TurboTax 1099 partner, you can import your form. Select your institution from the list and enter your sign-in credentials, then select Get my form to start the import process
- If you prefer to upload your 1099-R or type in the info yourself, select Change how I enter my form. On the next screen, select your preferred entry method
Continue answering the questions to enter or review the info from your 1099-R @eudox1e

Re: Type 1099-R into the search box, click Find, then cli...

Mr--Tyler — Wed, 03 Apr 2024 19:17:48 GMT

This is my first 1099-R from the military. The form was mailed to me by the Defense Finance Accounting Service (DFAS).

Do I take the same procedures for entering data? Is this a qualified or non-qualified entry?

Re: Type 1099-R into the search box, click Find, then cli...

DoninGA — Wed, 03 Apr 2024 19:21:54 GMT

@Mr--Tyler wrote:

This is my first 1099-R from the military. The form was mailed to me by the Defense Finance Accounting Service (DFAS).

Do I take the same procedures for entering data? Is this a qualified or non-qualified entry?

Yes, you enter the Form 1099-R just as it is received. It is no different than entering a civilian 1099-R for retirement income.

The military pension income is from a non-qualified plan.

Re: Type 1099-R into the search box, click Find, then cli...

Mr--Tyler — Wed, 03 Apr 2024 19:31:30 GMT

Thank you