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Retirement tax questions
I'm having the same problem with a 1099-R for payments from a NON-qualified annuity. TT insists that I answer whether it is 1) a 403(b) 2) another type of QUALIFIED plan. TT won't accept leaving unless I pick one or the other. Then REVIEW flags it saying that I should have not selected either one. Also same problem with an insurance policy paying dividend reported on 1099-R.
March 12, 2025
1:49 PM