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March 21, 2025
Question

Can i remove dot from another type of qualified retirement plan or 403(b) plan. i checked no by mistake?

  • March 21, 2025
  • 1 reply
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1 reply

DaveF1006
March 22, 2025

Yes, you can edit your1099R entry and when you reach that screen asking if it was a 403 B plan, you can check the box indicating it's a 403B plan.

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