how to report a total distribution on a non-qualified fixed annuity of which only a portion is taxable, sourced from after tax monies

This was reported on a 1099-R. Turbo Tax keeps going in a loop. There is no option to choose non-qualified fixed annuity. The 1099-R sections only offers the choices of -a 403(b) plan or a -qualified other retirement plan

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Expert Alumni

Mar 17, 2025 2:14:55 PM

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.

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how to report a total distribution on a non-qualified fixed annuity of which only a portion is taxable, sourced from after tax monies