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TurboTax 2024 Home & Business - Cannot get out of the qualified retirement plan on 1099-R
TurboTax 2024 Home & Business 1099-R.
I neither took money out nor contributed to my non-qualified pension plan. The money is sent to me each month as part of my pension payment.
Neither of the options in the step applies, and I can't move forward -
* I move the money to another retirement account (or return it to the same retirement account).
* I did something else with it (cashed out, etc.).
Please advise.
Thank you.
‎February 8, 2025
4:11 PM