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Retirement tax questions
I assume that one of your distribution codes in box 7 on your 1099-R is "D". As a result, TurboTax keeps asking what kind of qualified plan you have when it's actually a non-qualified annuity.
This is a known issue. Please see this TurboTax Help page, and sign up to be notified for updates.
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March 11, 2025
9:21 AM