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H
hjc10
Level 2
June 6, 2019
Question

Program will not allow me to select as a qualified program my Office of Personnel Management 1099-R annuity which is a pension?

  • June 6, 2019
  • 12 replies
  • 25 views
No text available

12 replies

A
Anonymous
June 6, 2019
What part of the program?  Are you trying to enter your 1099-R?  If so, which question or box?
H
hjc10Author
Level 2
June 6, 2019
Personal Income, Enter 1099-R, Several pages later it will not let me select "Qualified Plan"
D
dmertz
Level 15
June 6, 2019
What does "it won't let me" mean?  What does TurboTax present, how do you respond, and how does TurboTax respond to that?
H
hjc10Author
Level 2
June 6, 2019
What the program does when I check Qualified Plan is blank my check mark and put a yellow border around around Non-Qualified Plan.
D
dmertz
Level 15
June 6, 2019
And this is with the CD/download version of TurboTax?  Try deleting and reentering the Form 1099-R.
D
dmertz
Level 15
June 6, 2019
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?
H
hjc10Author
Level 2
June 6, 2019
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.
D
dmertz
Level 15
June 6, 2019
TurboTax is behaving entirely normally.  Proceed through the rest of the questions.
A
Anonymous
June 6, 2019

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)

A
Anonymous
June 6, 2019
I should have added that a pension plan is most likely a qualified plan.
D
dmertz
Level 15
June 6, 2019

Answered in the comments.  TurboTax is behaving entirely normally.

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