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how to report a total distribution on a non-qualified fixed annuity of which only a portion is taxable, sourced from after tax monies
This was reported on a 1099-R. Turbo Tax keeps going in a loop. There is no option to choose non-qualified fixed annuity. The 1099-R sections only offers the choices of -a 403(b) plan or a -qualified other retirement plan
March 17, 2025
1:35 PM