Skip to main content
May 10, 2021
Question

I HAVE A MILITARY 1099-R THAT I NEED TO ENTER. I HAVE TRIED ALL THE CHOICES BUT THEY ARE NOT CORRECT. WHICH CHOICE DO I USE TO ENTER IT?

  • May 10, 2021
  • 3 replies
  • 0 views
No text available

3 replies

macuser_22
May 10, 2021

If it is a CSA-1099-R from OPM then choose that type.

 

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
SteamTrain
May 10, 2021

But #1  if it was from DFAS...then it's a regular 1099-R.

 

BUT #2:  Some 1099-R forms from DFAS had a FEIN issued without the proper number (too short).  The proper FEIN has a "2" at the end....it should have been:

 

34-0727612

__________________________________

Also, if you turned age 59.5 at any time during 2020 there was an occasional issue with making entries in the software...they might have fixed it by now...they might not have.    IF you did turn 59.5 in 2020 and are having issues with some penalty...post back, and we can instruct you about a fairly simple workaround...

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
Carl11_2
May 21, 2021

Also, for military retirement it's a non-qualified plan. That matters.