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Program will not allow me to select as a qualified program my Office of Personnel Management 1099-R annuity which is a pension?
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June 5, 2019
11:19 PM
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Retirement tax questions
What part of the program? Are you trying to enter your 1099-R? If so, which question or box?
June 5, 2019
11:19 PM
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Retirement tax questions
Personal Income, Enter 1099-R, Several pages later it will not let me select "Qualified Plan"
June 5, 2019
11:19 PM
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Retirement tax questions
What does "it won't let me" mean? What does TurboTax present, how do you respond, and how does TurboTax respond to that?
June 5, 2019
11:19 PM
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Retirement tax questions
What the program does when I check Qualified Plan is blank my check mark and put a yellow border around around Non-Qualified Plan.
June 5, 2019
11:19 PM
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Retirement tax questions
And this is with the CD/download version of TurboTax? Try deleting and reentering the Form 1099-R.
June 5, 2019
11:19 PM
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Retirement tax questions
Is this on the Was This Distribution From a Qualifed Plan page? The yellow border is not an indication of your previous selection. When you click on From a Qualified Plan, does TurboTax proceed to the What Did You Do With The Money from OPM page?
June 5, 2019
11:19 PM
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Retirement tax questions
After the program blanks the qualified plan it goes to the next page which asks if this is an RMD which is not part of a Pension.
June 5, 2019
11:19 PM
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Retirement tax questions
TurboTax is behaving entirely normally. Proceed through the rest of the questions.
June 5, 2019
11:19 PM
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Retirement tax questions
The type of retirement account is selected in the main input screen (see screenshot).
The code in box 7 is important. A pension would typically have code 7 in box 7 (normal distribution)
June 5, 2019
11:19 PM
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Retirement tax questions
I should have added that a pension plan is most likely a qualified plan.
June 5, 2019
11:19 PM
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Retirement tax questions
I had a 7 in the number 7 input as the screen shot shows. This is not the problem.
June 5, 2019
11:19 PM
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Retirement tax questions
Answered in the comments. TurboTax is behaving entirely normally.
June 5, 2019
11:19 PM