How do I enter a non-qualified fixed annuity 1099-R? I keep getting a message asking if it's a 403(b) or another qualified plan. It's neither.

[BillM223 · Accepted solution]

I assume that one of your distribution codes in box 7 on your 1099-R is "D". As a result, TurboTax keeps asking what kind of qualified plan you have when it's actually a non-qualified annuity.

This is a known issue. Please see this TurboTax Help page, and sign up to be notified for updates.

[gpierce109]

Any idea how long it will take Turbotax to fix this issue?

[LW3434]

This is also happening to me and I am doing this on Saturday 3/15/25. When I click the link in the reply, it says it is already resolved. This is not resolved. Thank you for your assistance with this matter.

[LW3434]

Also my code in Box 7 is not D, it is 7 and it keeps looping to a 403(b) or other qualified retirement plan.

Thank you

[SharonD007]

Your experience has been forwarded to our TurboTax developers and they are working on a resolution.  There should be a resolution by the end of next week. Thank you for bringing to our attention.

@gpierce109 

@LW3434 

[gpierce109]

Will this problem be resolved quickly. Otherwise I need to move in a different direction. It's the end of the week that was supposed to be the date of the fix. What's the status?

Thanks in advance for a prompt reply.

[Jm5893w]

This is not fixed and I’m having issues as well. 

[DanaB27]

This issue was fixed. If you are using TurboTax Desktop please make sure you updated the software. 

You might have to delete and reenter your Form 1099-R. If you use TurboTax Online please clear your cache and delete your cookies before reentering Form 1099-R.

1. Click on "Search" on the top right and type “1099-R”  
2. Click on “Jump to 1099-R”
3. On the "Here's your 1099-R info" screen delete Form 1099-R
4. Clear you cache and delete your cookies (in TurboTax Online)
5. Add Form 1099-R again and go through the follow-up questions.

@gpierce109

@Jm5893w 

[Anaconda]

This problem is NOT resolved. I purchased TurboTax desktop for Mac, Home & Business 2024. It is still requiring me to make the same choice described above. I have downloaded the latest updates. When will this be fixed?