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Question

How to resolve the Military Retirement issue of having only 2 wrong choices (1) not a 403-b plan, and (2) not a qualified retirement plan. (Non-qual plan)?

Forum|Forum|1 year ago
March 10, 2025
1 reply
0 views

Mil retirement is a Non-Qualified.

Employee

Double check your steps:

Online -

edit the 1099-R
select not an IRA,
a non-qualified plan,
none of these apply,
done.

For the desktop version:

Edit the 1099-R,
select not an IRA,
not a public safety officer,
choose the state,
1. if you select a state
  1. select federal government retirement benefits,
  2. select non-qualified plan
  3. done
2. If you do not select a state
  1. choose from a non-qualified plan
  2. Done

The 1099-R is still under investigation. Meanwhile, I saw a workaround here for the RMD issue.

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