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Level 2
March 19, 2025
Question

MIlitary Retirement

  • March 19, 2025
  • 1 reply
  • 37 views

I have a retirement from the Defense, Finance and Accounting Service, US Military Retired Pay.  

Two questions - Is this considered a Qualified Government Distribution? I assume "yes". 

Is this a Qualified or non-qualified plan?  I assume Non-Qualified as a military pay?  

1 reply

Alumni - Intuit
March 19, 2025

The answers to your questions are listed below and you are correct on both.

  1. Yes, it is a qualified government distribution.
  2. The military retirement plan is a non-qualified plan.
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