Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Returning Member
posted Mar 19, 2025 1:15:28 PM

Screen: Was this Distribution from a 403(b) plan?

I have a nonqualified retirement plan (military). Yet Turbotax is forcing me to answer the question that's  about qualified plans (is it a 403b or not). It won't let me leave the screen without checking a value, but neither choice is accurate for a nonqualified plan. If I check "it's another type of qualified plan" (instead of "Yes, it's a 403b), then TT identifies it as an error when it runs the final check. It tells me not to check anything on that screen.  But TT also will not let me continue past the screen if one of the choices isn't checked. Help! - Gerri

0 2 2478
2 Replies
Returning Member
Mar 19, 2025 1:18:46 PM

Oops, I posted this on the wrong subsite...sorry!

Expert Alumni
Mar 19, 2025 1:19:19 PM

Your experience has been forwarded to our TurboTax developers and they are working on a resolution.  There should be a resolution by the end of next week. Thank you for bringing to our attention.