Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
S
stormydog01
January 15, 2024
Question

My husband receives military retirement pay but turbo tax wants to put it in as an ira how can i solve this problem

  • January 15, 2024
  • 3 replies
  • 0 views
No text available

3 replies

DoninGA
DoninGA
Employee
January 15, 2024

When completing the section for a Form 1099-R you do NOT check the box for IRA/SEP/SIMPLE.  Remove the checkmark for that box.

B
Bsch4477
Employee
January 15, 2024

Make sure you didn’t check the IRA box in box 7 of your 1099-R. 

D
dmertz
Employee
January 16, 2024

@VolvoGirl , @Bsch4477 , I suggest avoiding the use of the word 'check.'  Use 'examine' or 'mark' instead.

VolvoGirl
VolvoGirl
Employee
January 15, 2024

It should be on 1040 line 5.  Check the little IRA box between boxes 7 & 8 on the 1099R.  It should not be checked.  Or why do you think it says it's a IRA?  Is it asking for the RMD?  Say Yes.   Anything the pension pays you is considered to be the RMD.

TurboTax Sign In Widget
TurboTax flag icon

Unlock tailored help options in your account

Create an account
TurboTax Expert Assist
TurboTax Expert

Get answers to all your tax questions

Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

Terms & ConditionsAccessibility statement
Intuit
TurboTax Credit Karma QuickBooks MailChimp

©1997-2022 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
of Intuit Inc. Terms and conditions, features, support, pricing, and service options
subject to change without notice.

Security Certification of the TurboTax Online application has been performed by
C-Level Security.

By accessing and using this page you agree to the Terms of Use.

Accessibility

TRUSTe nResult Certified e-File C-Level Security Certification