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February 15, 2024
Question

I have a 1099R from the Military since I retired. I receive each month a retirement pension where is this applied on the tax form?

  • February 15, 2024
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February 15, 2024

A military 099-R is entered in the same place as other pension plan 1099-R forms.

 

You'll get a Form 1099-R if you received $10 or more from a retirement plan. You're required to report a 1099-R on your tax return, even if the distribution isn't taxable.

 

You'll have the option in TurboTax to import or upload your 1099-R or manually enter the information yourself.

 

Here's where to enter your 1099-R in TurboTax:

  1. Open or continue your return.
  2. In the Federal section, select Wages & Income.
  3. Scroll to locate Retirement Plans and Social Security.
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

You can also find the 1099-R section using Search. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.

 

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