TXJJ
Level 2

Retirement tax questions

Using TT Home and Business 2024.  I have same problem.  The program has no place for me to say it is a non qualified plan.  Asks if Box 7 is checked.  I say NO.  Next the program asks about public officer.  That is a No.  Then TT wants to know if deceased was born before or after Jan 1, 1952.  Next screen asks if it is a 403(b) plan.  I answered NO, It's another type of qualified retirement plan.  There is not a place on the interview or the form to state it is a non-qualified plan.  Just wants to know how much RMD was distributed........  Can't get past this to get rid of errors on return.