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

 
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BillM223
Employee Tax Expert

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

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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