Retirement tax questions

I was able to file my taxes with this outstanding request from turbo tax for additional information for my 1099-R with code 4D entered in Box 7. I entered the 1099-R exactly as I received it with code 4D in Box 7. When TT asked the question, "Was This Distribution From a 403(b) Plan?", I just used the TT menu system to exit the 1099-R data entry at this point by jumping back to the Enter Income section so I could continue working through the rest of my tax return. I was able to verify that the TT software processed this 1099-R distribution properly and included it in the “Taxable pension distributions” amount reported to the IRS on 1040-SR Line 5b. To see the Line 5b breakdown you need to review the TurboTax “Pensions/Annuities/IRAs Income Exclusion Worksheet", this worksheet is available when you print your tax return with TT worksheets.

 

I’m just providing this feedback as an alternative to some of the other suggested workarounds.

 

Since I'm not a Tax Expert, I just verified it was processed the same way TT processed it on my 2023 Tax Return when their software didn't have this software bug.