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March 6, 2025
Question

Form 1099-R

  • March 6, 2025
  • 0 replies
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After entering 1099-R information for an annuity, I am asked by desktop turbotax Deluxe whether it is 403(b) plan or another type of qualified retirement plan.  The account statements describe this annuity's type as a non-qualified plan, so I do not want to fill in either circle but I am not given that choice.  how do I proceed?