My husband's TIAA combined 1099-R covers two annuities plus a 401A and a 403B plan. TurboTax is asking the following. How do I answer it?
Was This Distribution From a 403(b) Plan?
The distribution rules are slightly different for 403(b) plans compared to other more common qualified retirement plans, like 401(k)s. (These plans are similar to 401(k) plans, but typically only offered by public schools and certain charities.)
Yes, this is a 403(b) plan
No, it's another type of qualified retirement plan
