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margecliffman
March 17, 2025
Question

how to report a total distribution on a non-qualified fixed annuity of which only a portion is taxable, sourced from after tax monies

  • March 17, 2025
  • 1 reply
  • 0 views
This was reported on a 1099-R. Turbo Tax keeps going in a loop. There is no option to choose non-qualified fixed annuity. The 1099-R sections only offers the choices of -a 403(b) plan or a -qualified other retirement plan

    1 reply

    SharonD007
    SharonD007
    March 17, 2025

    Your experience has been forwarded to our TurboTax developers and they are working on a resolution.  There should be a resolution by the end of next week. Thank you for bringing to our attention.

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