Hello! After applying the steps you outline, the system requires more steps. can you please advise?
after inputting 'non qualified plan' the system still sends you to a screen that asks for "Was This Distribution From a 403(b) Plan?" and only offers "qualified plans". How do we solve this?
I imagine that there are thousands of customers who are retired US military who are stuck as we are. can you please advise? thanks~!
