@bernie-polikowsky wrote:
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.
This is a known problem when selecting a Non-Qualified Plan and using the TurboTax online editions. This problem does not occur when using the desktop editions.
Problem has been reported to the TurboTax Moderators of this forum and we are waiting for a date when this will be corrected.
