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March 6, 2025
Question

If Turbo Tax does not have a choice for non-qualified distribution, how do I get past the page that only has 403b or a qualified plan?

  • March 6, 2025
  • 1 reply
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    DawnC
    Employee
    March 6, 2025

    What page are you on?   or what are you trying to do?    

     

    Where do I enter a 1099-R?

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    Employee
    March 6, 2025

    @DawnC , the developers have goofed this question in both the online and download versions of TurboTax for distributions from an inherited nonqualified annuity (code 4D).  The question makes no sense since code D indicates a distribution from neither a 403(b) nor any other type of qualified plan.