lpcforchp
New Member

TT has me identifying a distribution from an annuity (that issued a 1099-R) from either a 403(b) plan or another type of qualified plan. It is neither. What do I do?

The auto help told me to select "other" and then "other" or not applicable". None of these are options. If I select "other qualified plan" (which is wrong), the next set of Qs ask about the RMD (which is not relevant)