Get your taxes done using TurboTax

JohnB5677 · ‎March 1, 2023

leeloo is correct. You have been doing it right for five years and didn't even know it. After you posted the information from the 1099-R you progressed through the interview. There was an opportunity to classify your plan as Qualified or Non-qualified. This is where you confirmed the plan status.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"