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Get your taxes done using TurboTax
If you have a non-qualified plan and TurboTax is asking about a 403(b) and you are getting an error:
mark 'No, it's another type of quailfied retirement plan'
enter your RMD or $0 if none
Go through the federal review
Check 'No entry' on the error that says Type of account should not be selected
It will still show Needs Review. Continue through the review
When it asks do you want to talk with an expert, click yes
On the next screen, click I changed my mind, or skip or whatever it says to not talk with an expert
You should be able to bypass the error and e-file your return.
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March 14, 2025
11:23 AM