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March 19, 2025
Question

Screen: Was this Distribution from a 403(b) plan?

  • March 19, 2025
  • 1 reply
  • 0 views

I have a nonqualified retirement plan (military). Yet Turbotax is forcing me to answer the question that's  about qualified plans (is it a 403b or not). It won't let me leave the screen without checking a value, but neither choice is accurate for a nonqualified plan. If I check "it's another type of qualified plan" (instead of "Yes, it's a 403b), then TT identifies it as an error when it runs the final check. It tells me not to check anything on that screen.  But TT also will not let me continue past the screen if one of the choices isn't checked. Help! - Gerri

1 reply

GerriRAuthor
March 19, 2025

Oops, I posted this on the wrong subsite...sorry!

SharonD007
March 19, 2025

Your experience has been forwarded to our TurboTax developers and they are working on a resolution.  There should be a resolution by the end of next week. Thank you for bringing to our attention.

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