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What is a Qualified Retirement Plan?

I have a 1099-R From Allianz Life Insurance Company.  Original owner of the plan was my father.  I was paid out due to his death.  I have entered it on my taxes but now I am being asked  "Was This Distribution From a 403(b) Plan?"  I am not sure how to answer this.  Either way I answer it then asks how much was an RMD?  Still not sure ho to answer this.  Help please.

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1 Reply
DawnC
Employee Tax Expert

What is a Qualified Retirement Plan?

You should not be getting that question.  Please try to delete the Form 1099-R entries and reenter it. If you are using TurboTax Online delete your cookies and clear you cache before entering the Form 1099-R again.

 

Please try the following workarounds when you re-enter the form.  

 

For code 7D, omit the code 7 and enter only the code D.

 

For code 4D, indicate that the decedent died after Jan 1, 1952.

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