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March 11, 2025
Question

Annuity from a non qualified plan

  • March 11, 2025
  • 1 reply
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How do I report this.  The system is forcing me to select 403b or other qualified plan.  Payment is from a non qualified annuity

    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).

     

    Please see this TurboTax Help page and sign up to be notified of any updates.

     

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