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March 12, 2025
Question

1099R for a nonqualified account. Choices are for 403b or other qualified plan. Neither choice fits. How do I respond?

  • March 12, 2025
  • 1 reply
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1 reply

March 12, 2025

There is a known issue with 1099-R forms with a code of D in the distribution box (such as 7D or 4D).

 

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