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March 5, 2025
Question

Why is TurboTax prompting me to check my qualified retirement plan as non-qualified? I checked Athene who issued the plan and they confirmed it is qualified.

  • March 5, 2025
  • 1 reply
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    March 6, 2025

    If it is a Qualified Plan, you can indicate this in TurboTax.  Note: there are some questions that default in the interface- if you go to that entry, it will show as the default.