Skip to main content
April 14, 2025
Question

Is a military 1099-R a Non-qualified plan

  • April 14, 2025
  • 1 reply
  • 0 views
Turbotax requires me to select Qualified plan or Non-qualified plan before I can continue and I don't think it's either. Help

    1 reply

    SteamTrain
    April 14, 2025

    @ewalthall    It's considered non-qualified

    ...My desktop software page where it asks about it even specifies that USA Military pensions are non-qualified.

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