MarilynG1: You are not answering the question TerriLa and I asked. If you are, it's over our heads. TT requires you to pick from one of two choices: 1. "Yes, this is a 403(b) plan" or 2. "No, it's another type of qualified retirement plan". Neither answer is correct. The correct answer is "the distribution (Nationwide annuity payment) is from a NONQUALIFIED PLAN." Do I check box 1 even though I know it is incorrect? Or do I check box 2 even though I know it is incorrect? Can you tell us specially what steps and boxes we should check to get past this? Or is it like TeriLa suspects - box 7 when coded "4D" is not triggering the correct follow up questions? We really need your step-by-step help on this. It is appreciated. Thanks.
