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March 8, 2025
Question

How can I enter 1099-R data for a nonqualified (annuity) retirement plan? Entered it as nonqualified plan on 1st screen. 3rd screen only allows me to say its qualified.

  • March 8, 2025
  • 1 reply
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    1 reply

    March 16, 2025

    In TurboTax Online, is this the '1st screen' that you refer to?  What does the '3rd screen' say?  Please clarify.

     

     

    Does box 7 report code '7' or something else?

     

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