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New Member
posted Mar 10, 2025 6:03:12 PM

Annuity from a non qualified plan

How do I report this.  The system is forcing me to select 403b or other qualified plan.  Payment is from a non qualified annuity

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1 Replies
Expert Alumni
Mar 12, 2025 1:21:02 PM

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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