Skip to main content
February 21, 2025
Solved

How on earth do I enter a 1099-R for military retirement pay?

  • February 21, 2025
  • 1 reply
  • 0 views
It's just a simple 1099-R from Defense Finance for monthly retirement payments.
    Best answer by VolvoGirl

    Just as a regular 1099R.

    Enter a 1099R under
    Federal Taxes
    Wages & Income
    Then scroll way down to Retirement Plans and Social Security
    Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

     

    For state boxes, for box 16 State Distribution put the same amount that’s in box 1.  If box 14 is blank you can leave boxes 14,15 & 16 blank.

    1 reply

    VolvoGirl
    VolvoGirlAnswer
    Employee
    February 21, 2025

    Just as a regular 1099R.

    Enter a 1099R under
    Federal Taxes
    Wages & Income
    Then scroll way down to Retirement Plans and Social Security
    Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

     

    For state boxes, for box 16 State Distribution put the same amount that’s in box 1.  If box 14 is blank you can leave boxes 14,15 & 16 blank.