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2024 1099-R non qualified distribution glitch
When entering my 1099-R, I have indicated that one is a non-qualified plan (life insurance). Yet I keep getting asked if the payment was from 1.) a 403b, or 2.) another type of qualified plan. It is neither, but it says a valid answer is required. and I can not get out of this cycle. But if I answer this question either way, it keeps kicking me back saying this needs to be reviewed. How do I end the madness?
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March 8, 2025
4:22 PM