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April 8, 2025
Question

TurboTax Online will not accept Non-qualified plan when entering data from 1099R

  • April 8, 2025
  • 1 reply
  • 0 views

I'm using TurboTax Deluxe desktop version.  My IRA is not a qualified plan.  There is no option for nonqualified plans.  Only 403b & another type of qualified plan.  Do I check another type of qualified plan even though it's not.  

    1 reply

    April 9, 2025

    There was an issue but that has been fixed. Please verify that you checked the IRA/SEP/SIMPLE box. Please try to delete your Form 1099-R and reenter it. If you are using Desktop please make sure you updated the software. If you are using TurboTax Online please clear you cache and delete your cookies before reentering Form 1099-R.  

     

    If you are still having issue what is the code in box 7?

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