klingcs
New Member

Retirement tax questions

I am seeing that screen you shared.  I'm using Premier and I see you're in Home & Bus.  'But I wouldn't think that would make a difference.  After I enter the 1099-R, the next screen asks about IRA to which I answered NO, and then a question about Public Safety Officer and then the next screen asks if distribution is from a Qualified or Non-Qualified plan.  If I check "Non-Qualified", it doesn't save that and takes me back to the 1099-R summary.  Do you have any suggestions on how to get the exclusion to the MD form?  Thanks!