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cubmaster99
March 27, 2025
Question

is military retirement from 1099-R reported as Financial institution (pensions)?

  • March 27, 2025
  • 1 reply
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    1 reply

    AmyC
    AmyC
    Employee
    March 27, 2025

    Yes, you will enter the ID number (TIN/EIN) of the company and their name. As you go through the questions, be sure to mark military as a non-qualified retirement plan.

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