- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
‎February 22, 2025
8:15 AM