Why is Turbo Task is asking if Military Retirement, an unqualified plan, is from a 403(b) or another type of qualified plan? Actions to take in review?

Forum|Forum|1 year ago
March 6, 2025
2 replies
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The form is asking a binary question about military retirement distributions which makes the retired pay look like a qualified plan. I can't skip over the review because I get caught in a review loop.

JamesG1

Review the entries for the IRS form 1099-R.

There may be a conflict between the box 7 code, the Taxable/Distribution boxes and the IRA/SEP/SIMPLE checkbox that is confusing the software.

If the form was imported, consider deleting the form and entering the form by hand.

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carolandbillr

I am having the same issue and whether you upload or enter by hand does not change the issue...please help!

AmyC

Employee

Military retirement is a nonqualified plan. Follow these steps:

Edit the 1099-R,
select not an IRA,
choose the state,
select federal government retirement benefits,
select non qualified plan
done

@carolandbillr @clutchsr1930

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slflashy

Same issue for us. I guess this is the end of the line for our option to use Turbo Tax. Can't progress! We have been using Turbo Tax for years and NEVER had this issue before.