I just started seeing this issue today 3/6 after I reviewed my return to get ready to file it. It showed up in my "Your CompleteCheck™ to-do list". The error didn't occur when I originally entered the 1099-R or when I reviewed my return on 3/4 . I hadn't made any changes to my return between the 3/4 and 3/6 reviews. So, I got to the question below via my "Your CompleteCheck™ to-do list". I also tried deleting the 1099-R today and reentering it (using the TurboTax image capture of the 1099-R). I'm now seeing the question below when entering the 1099-R. The 1099-R is for a Non-Qualified Stretch Annuity I inherited (1099-R Box 7 is 4D).
Please post a solution or have the software development team fix this bug so I can file my taxes.
Was This Distribution From a 403(b) Plan?
- Please read below and take any necessary actions.
- The distribution rules are slightly different for 403(b) plans compared to other more common qualified retirement plans, like 401(k)s. (These plans are similar to 401(k) plans, but typically only offered by public schools and certain charities.)
Answer #1: Yes, this is a 403(b) plan
Answer #2: No, it's another type of qualified retirement plan
