topic How do I enter arrears of my deceased husband's military retirement pay without TurboTax treating it like an IRA that needed RMD's taken out if it? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-treating-it/01/985959#M79642 I received a 1099-R. Thu, 16 Jan 2020 17:33:25 GMT shadow1 2020-01-16T17:33:25Z How do I enter arrears of my deceased husband's military retirement pay without TurboTax treating it like an IRA that needed RMD's taken out if it? https://ttlc.intuit.com/community/retirement/discussion/how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-treating-it/01/985959#M79642 I received a 1099-R. Thu, 16 Jan 2020 17:33:25 GMT https://ttlc.intuit.com/community/retirement/discussion/how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-treating-it/01/985959#M79642 shadow1 2020-01-16T17:33:25Z Re: How do I enter arrears of my deceased husband's military retirement pay without TurboTax treating it like an IRA that needed RMD's taken out if it? https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-treating/01/986215#M79646 <P>type the 1099-R EXACTLY as it's presented to you....not following what back pay ('arrears') has to do with an IRA / RMD..... (especially make sure the codes are correctly typed) and answer any questions TT asked.&nbsp;</P> Thu, 16 Jan 2020 19:43:58 GMT https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-treating/01/986215#M79646 NCperson 2020-01-16T19:43:58Z Re: How do I enter arrears of my deceased husband's military retirement pay without TurboTax trea... https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-trea/01/986320#M79649 <P>The 1099-R should show Code 4 in Box 7, this indicates that the distribution was due to death.&nbsp; You should double check how you entered the information in TurboTax.&nbsp; &nbsp;After you enter your Form 1099-R, be sure to walk through the follow-up Turbo tax questions so that the military retirement pay you received is reported properly on your return.&nbsp; I am sorry for your loss.</P> <P>&nbsp;</P> <P><IMG src="https://lithium-response-prod.s3.us-west-2.amazonaws.com/turbotax.response.lithium.com/RESPONSEIMAGE/322324c6-858a-42e6-8139-783c5660361e.default.PNG" style="height:333px; width:512px" /></P> Thu, 16 Jan 2020 20:46:06 GMT https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-trea/01/986320#M79649 ReginaM 2020-01-16T20:46:06Z Re: How do I enter arrears of my deceased husband's military retirement pay without TurboTax treating it like an IRA that needed RMD's taken out if it? https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-treating/01/986803#M79672 <P>...AND...and if he was age 70.5 or older in 2019, then the RMD question is always asked for any 1099-R form, even on a Retirement/Pension $$ in which you have no control over the RMD amounts.&nbsp; When asked this for that Military 1099-R, you just answer YES...it was an RMD, and all of the RMD was received.&nbsp;</P> <P>&nbsp;</P> <P>(OK, I suspect there will be some with certain box 7 codes where the RMD question will not be asked...but you must use whatever box 7 codes are on your 1099-R)</P> <P>&nbsp;</P> <P>&nbsp;</P> Fri, 17 Jan 2020 11:42:03 GMT https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-treating/01/986803#M79672 SteamTrain 2020-01-17T11:42:03Z Re: How do I enter arrears of my deceased husband's military retirement pay without TurboTax trea... https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-trea/01/994613#M80043 <P>Thank you for your kind reply.&nbsp; I correctly entered the info but still treats the military arrear pay as an rmd.&nbsp; I went to the other big online tax preparation service and I can enter the information with them correctly.&nbsp; There program is set up so you have a spot to check off for arrears of a military pension on a deceased spouse which unfortunately TurboTax does not offer.&nbsp; Once again thank you for your reply</P> Mon, 20 Jan 2020 20:44:44 GMT https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-trea/01/994613#M80043 shadow1 2020-01-20T20:44:44Z
This XML file does not appear to have any style information associated with it. The document tree is shown below.
<rss xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:rdf="http://www.w3.org/1999/02/22-rdf-syntax-ns#" xmlns:taxo="http://purl.org/rss/1.0/modules/taxonomy/" version="2.0">
<channel>
<title>
topic How do I enter arrears of my deceased husband's military retirement pay without TurboTax treating it like an IRA that needed RMD's taken out if it? in Retirement tax questions
</title>
<link>
https://ttlc.intuit.com/community/retirement/discussion/how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-treating-it/01/985959#M79642
</link>
<description>I received a 1099-R.</description>
<pubDate>Thu, 16 Jan 2020 17:33:25 GMT</pubDate>
<dc:creator>shadow1</dc:creator>
<dc:date>2020-01-16T17:33:25Z</dc:date>
<item>
<title>
How do I enter arrears of my deceased husband's military retirement pay without TurboTax treating it like an IRA that needed RMD's taken out if it?
</title>
<link>
https://ttlc.intuit.com/community/retirement/discussion/how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-treating-it/01/985959#M79642
</link>
<description>I received a 1099-R.</description>
<pubDate>Thu, 16 Jan 2020 17:33:25 GMT</pubDate>
<guid>
https://ttlc.intuit.com/community/retirement/discussion/how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-treating-it/01/985959#M79642
</guid>
<dc:creator>shadow1</dc:creator>
<dc:date>2020-01-16T17:33:25Z</dc:date>
</item>
<item>
<title>
Re: How do I enter arrears of my deceased husband's military retirement pay without TurboTax treating it like an IRA that needed RMD's taken out if it?
</title>
<link>
https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-treating/01/986215#M79646
</link>
<description>
<P>type the 1099-R EXACTLY as it's presented to you....not following what back pay ('arrears') has to do with an IRA / RMD..... (especially make sure the codes are correctly typed) and answer any questions TT asked.&nbsp;</P>
</description>
<pubDate>Thu, 16 Jan 2020 19:43:58 GMT</pubDate>
<guid>
https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-treating/01/986215#M79646
</guid>
<dc:creator>NCperson</dc:creator>
<dc:date>2020-01-16T19:43:58Z</dc:date>
</item>
<item>
<title>
Re: How do I enter arrears of my deceased husband's military retirement pay without TurboTax trea...
</title>
<link>
https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-trea/01/986320#M79649
</link>
<description>
<P>The 1099-R should show Code 4 in Box 7, this indicates that the distribution was due to death.&nbsp; You should double check how you entered the information in TurboTax.&nbsp; &nbsp;After you enter your Form 1099-R, be sure to walk through the follow-up Turbo tax questions so that the military retirement pay you received is reported properly on your return.&nbsp; I am sorry for your loss.</P> <P>&nbsp;</P> <P><IMG src="https://lithium-response-prod.s3.us-west-2.amazonaws.com/turbotax.response.lithium.com/RESPONSEIMAGE/322324c6-858a-42e6-8139-783c5660361e.default.PNG" style="height:333px; width:512px" /></P>
</description>
<pubDate>Thu, 16 Jan 2020 20:46:06 GMT</pubDate>
<guid>
https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-trea/01/986320#M79649
</guid>
<dc:creator>ReginaM</dc:creator>
<dc:date>2020-01-16T20:46:06Z</dc:date>
</item>
<item>
<title>
Re: How do I enter arrears of my deceased husband's military retirement pay without TurboTax treating it like an IRA that needed RMD's taken out if it?
</title>
<link>
https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-treating/01/986803#M79672
</link>
<description>
<P>...AND...and if he was age 70.5 or older in 2019, then the RMD question is always asked for any 1099-R form, even on a Retirement/Pension $$ in which you have no control over the RMD amounts.&nbsp; When asked this for that Military 1099-R, you just answer YES...it was an RMD, and all of the RMD was received.&nbsp;</P> <P>&nbsp;</P> <P>(OK, I suspect there will be some with certain box 7 codes where the RMD question will not be asked...but you must use whatever box 7 codes are on your 1099-R)</P> <P>&nbsp;</P> <P>&nbsp;</P>
</description>
<pubDate>Fri, 17 Jan 2020 11:42:03 GMT</pubDate>
<guid>
https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-treating/01/986803#M79672
</guid>
<dc:creator>SteamTrain</dc:creator>
<dc:date>2020-01-17T11:42:03Z</dc:date>
</item>
<item>
<title>
Re: How do I enter arrears of my deceased husband's military retirement pay without TurboTax trea...
</title>
<link>
https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-trea/01/994613#M80043
</link>
<description>
<P>Thank you for your kind reply.&nbsp; I correctly entered the info but still treats the military arrear pay as an rmd.&nbsp; I went to the other big online tax preparation service and I can enter the information with them correctly.&nbsp; There program is set up so you have a spot to check off for arrears of a military pension on a deceased spouse which unfortunately TurboTax does not offer.&nbsp; Once again thank you for your reply</P>
</description>
<pubDate>Mon, 20 Jan 2020 20:44:44 GMT</pubDate>
<guid>
https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-arrears-of-my-deceased-husband-s-military-retirement-pay-without-turbotax-trea/01/994613#M80043
</guid>
<dc:creator>shadow1</dc:creator>
<dc:date>2020-01-20T20:44:44Z</dc:date>
</item>
</channel>
</rss>