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March 8, 2025
Question

Doesn't seem to be a way to enter my military retirement as an "unqualified" plan.

  • March 8, 2025
  • 1 reply
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military retirement as an "unqualified" plan?

1 reply

DoninGA
Employee
March 8, 2025

After you enter the Form 1099-R there will be a series of screens which ask questions.  One of the screen will ask if this from a Qualified Plan or a Non-Qualified Plan.  For a military pension you click on Non-Qualified