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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
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March 19, 2025
1:15 PM