turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

jimspurlin1
Returning Member

1099-r asking about annuties. i did not check 403-b plans

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
JamesG1
Employee Tax Expert

1099-r asking about annuties. i did not check 403-b plans

Are you saying that you encountered a Review error related to the 403(b) question?  Or are you saying something else?  Please clarify.

 

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.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
jimspurlin1
Returning Member

1099-r asking about annuties. i did not check 403-b plans

 i posted a 1099-r

Click on standard 401k , pension etc.

Click on not a 403b

 

yet it insisted on asking questions about RMD for a standard pension.

then is ask about annunties

 

it is neither of these.

1099-r asking about annuties. i did not check 403-b plans

@jimspurlin1 All the income received from pension is an RMD.  So post the amount from box 1 where asking for an RMD amount.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question