I entered Mil Retirement as NON-qualified plan. Turbo insists I say if it is 403b or OTHER Qualified plan. Checker says "other" is wrong. How do I fix?

Forum|Forum|1 year ago
March 14, 2025
2 replies
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My Mil Retirement is monthly annuity, not RMD, but Turbo asked what RMD is (answer is $0). How do I get Turbo to treat Mil Retirement as NON-qualified plan?

JamesG1

TurboTax is aware of this issue. The update will take place soon. Please check your tax return again on March 21. Thank you.

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DrCyAuthor

Glad to hear Turbo is fixing this glitch. However, I used my over-educated brain to reason that the information did NOT show up on my actual IRS forms (was just on an internal worksheet), so if I just bypassed the issue, rather than trying to fix it to satisfy Turbo's internal checks, I could finish and submit my taxes. Having done so, both my Federal and State submissions have been accepted, and I am waiting for the refunds.

Thanks for your attention.