What is a Qualified Retirement Plan?

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I have a 1099-R From Allianz Life Insurance Company. Original owner of the plan was my father. I was paid out due to his death. I have entered it on my taxes but now I am being asked "Was This Distribution From a 403(b) Plan?" I am not sure how to answer this. Either way I answer it then asks how much was an RMD? Still not sure ho to answer this. Help please.

Ask the Experts - FFB - Mar 2025

DawnC

Employee Tax Expert

You should not be getting that question. Please try to delete the Form 1099-R entries and reenter it. If you are using TurboTax Online delete your cookies and clear you cache before entering the Form 1099-R again.

Please try the following workarounds when you re-enter the form.

For code 7D, omit the code 7 and enter only the code D.

For code 4D, indicate that the decedent died after Jan 1, 1952.

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