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New Member
posted Jun 5, 2019 3:01:55 PM

How do I identify the plan of retirement that I made the withdrawal from? Its on a 1099-R. Would it be a "Qualified Retirement Plan" or Non-qualified annuity?

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1 Best answer
Level 9
Jun 5, 2019 3:01:56 PM

MOST 1099-R are qualified plans, see below.

https://ttlc.intuit.com/replies/3301001


2 Replies
Level 9
Jun 5, 2019 3:01:56 PM

MOST 1099-R are qualified plans, see below.

https://ttlc.intuit.com/replies/3301001


Level 15
Jun 5, 2019 3:01:57 PM

I'm not sure about the online version, but in the desktop version it gives 3 examples of a qualified plan, and three examples of a non-qualified plan, on that screen where you have to make that selection. Generally, the examples are sufficient for most to figure out and know what they have. But it can get tricky with annuities.