- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I am having the same problem with only the 7 code in box 7. One 1099-R is for a non-qualified annuity and the other is for dividend payment on a life insurance policy. TT insists that I pick one of the choices, 403(b) or "another qualified plan". Neither of these choices is correct.
March 13, 2025
8:00 AM