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New Member
posted Mar 12, 2025 8:04:37 AM

1099R for a nonqualified account. Choices are for 403b or other qualified plan. Neither choice fits. How do I respond?

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1 Replies
Expert Alumni
Mar 12, 2025 8:24:14 AM

There is a known issue with 1099-R forms with a code of D in the distribution box (such as 7D or 4D).

 

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