Skip to main content
March 12, 2025
Question

The Federal is stating that my military retired pay cannot be Type of account-Other. But It's not an IRA or a 403b. What should it be?

  • March 12, 2025
  • 1 reply
  • 0 views
No text available

1 reply

AmyC
Employee
March 13, 2025

Double check your steps:

Online - 

  1. edit the 1099-R, code 7. 
  2. select not an IRA, 
  3. a non-qualified plan, 
  4. none of these apply, 
  5. done.

For the desktop version: 

  1. Edit the 1099-R, 
  2. select not an IRA, 
  3. not a public safety officer,
  4. 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.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"