After I input my military retirement income, Turbotax keeps asking if it is a 403(b) or other qualified plan. It's neither, but it doesn't give me that option.

Forum|Forum|1 year ago
March 9, 2025
5 replies
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DoninGA

Employee

Delete the Form 1099-R and re-enter.

You are entering a Form 1099-R correct? Not a CSA-1099-R or a CSF-1099-R.

llmccall1Author

That's correct. 1099-R.

DoninGA

Employee

@llmccall1 wrote:

That's correct. 1099-R.

There is a bug in the TurboTax online editions when you select that your pension plan is a Non-Qualified Plan.

This has been reported to the TurboTax Moderators to get the development team to fix the error.

The error does not occur when using the TurboTax desktop editions.

SteamTrain

Employee

And don't upload a Picture or PDF of the DFAS 1099-R form. Enter it all manually, typing in the information.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

llmccall1Author

I tried typing it in manually, but I'm still having the same problem.

slflashy

Same issue for me. Can't progress. Have NEVER had this in all the years I have been using Turbo Tax. I deleted, reentered and all manually. There is a problem with the software. It may be the first year I can't use Turbo tax!

PP2011

I have the exact problem. I as on the phone chat with Turbo tax help twice for an hour each time. She contact a supervisor and another higher level “expert”. They could not resolve or work around the issue. I suspect there are thousands of retired military who have the same problem. TURBO TAX needs to fix this programming glitch.

By the way, I asked for and received a refund of $199 and I will be going to a tax preparer for the first time in my life and using Turbo tax for over 20 years.

dmertz

Employee

Workarounds are:

For code 7D, omit the code 7 and enter only the code D.

For code 4D, indicate that the decedent died after December 31, 1951.

PP2011

To dmertz… thank you for your input … my 1099-R from the Defense Finance and Accounting only has 7 in box 7… there is not a D on my form.. but I fiddled around with putting both a 7 and a D also just a 7 also just a D … nothing worked

i am curious if you have first hand experience on recording Military Retirement pay, which is a non qualifying “pension”? In their menu driven options on the review screens, Turbo Tax only gives 2 options for trying to resolve the “issue” ..either choose as a 403B (which it is not) or choose “other qualifying pension” which it is not .. for a work around turbo tax chat advisor had me choose #2 option which the next screen asks about RMD … which is not applicable to military retirement but turbo tax advisor again trying to find a workaround when she suggested I put my entire retirement pay as a RMD .. that resulted in showing I owed $53,000 separate obviously that “solution” did not work … then she suggested putting zero in and the program would not accept it … I have done both the scan and manual input of data … same results

the program will not let you proceed to filing the form unless you resolve issue… the Turbo Tax chat “expert” last resort was to punt the form and mail it in… so much for filing .. that is when I asked for a refund and now I will try and find a CPA to do my taxes

Turbo Tax needs to FIX this instead of suggesting workarounds … not just for me but for the probably thousands of military retired people who use Turbo Tax

andrewsdg

I am having the same problem. Nobody seems to know the answer for this at Turbo Tax.

DoninGA

Employee

@andrewsdg wrote:

I am having the same problem. Nobody seems to know the answer for this at Turbo Tax.

There is a bug in the TurboTax online editions when you select that your pension plan is a Non-Qualified Plan.

This has been reported to the TurboTax Moderators to get the development team to fix the error.

The error does not occur when using the TurboTax desktop editions.

sdelp

This is very frustrating. I have everything else ready to file on my tax return but can not because this error is not fixed. Taxes are due in less than a month. And this error has been ongoing for over a month. Any information on when it is expected to be fixed.

I have tried all of the workarounds. The only thing in box 7 is the number 7. I deleted and manually reentered my 1099R from DFAS.