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January 24, 2025
Question

How do I get to block 16 on my 1099R to enter my military retirement pay in block 16? It only brings up block 15.

  • January 24, 2025
  • 2 replies
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    2 replies

    DoninGA
    Employee
    January 24, 2025

    If there are no state income taxes withheld in box 14 then leave boxes 14 through 16 blank (empty) on the Form 1099-R.

    SteamTrain
    Employee
    January 24, 2025

    Are you sure that you are entering the military pension from DFAS as a plain 1099-R?

     

    Certainly my software's standard 1099-R forms have box 16 showing in the main interview.

     

    BUT...if you accidentally started entering the Military pension as a CSA-, or CSF--1099-R, then that  form (in the software) has no box 16

    .......and if you wrongly entered your DFAS 1099-R as that CSA- or CSF-1099-R type of form, then you need to delete it and enter it as the proper form type.

    _______________

    Certainly, if you have a US govt pension from the OPM, it is not a military retirement, and the form for that in the software would not have box 16....but a military retirement 1099-R from DFAS, is not a CSA-, or CSF-1099-R.

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