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How to enter an inherited non qualified annuity
I have an inherited non qualified annuity from a deceased family member. My 1099 correctly indicates a distribution code of 4D for death and non qualified. When preparing my return in TurboTax it asks me if this distribution was from a 403b plan or another type of qualified retirement plan. Neither is these options are correct. It is not from a 403b and it is not qualified. Not sure how to proceed.
March 8, 2025
6:46 AM