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New Member
posted Mar 14, 2025 1:45:14 PM

I entered Mil Retirement as NON-qualified plan. Turbo insists I say if it is 403b or OTHER Qualified plan. Checker says "other" is wrong. How do I fix?

My Mil Retirement is monthly annuity, not RMD, but Turbo asked what RMD is (answer is $0). How do I get Turbo to treat Mil Retirement as NON-qualified plan?

0 2 991
2 Replies
Expert Alumni
Mar 19, 2025 12:18:50 PM

TurboTax is aware of this issue.  The update will take place soon.  Please check your tax return again on March 21.  Thank you.

New Member
Mar 19, 2025 1:59:40 PM

Glad to hear Turbo is fixing this glitch.  However, I used my over-educated brain to reason that the information did NOT show up on my actual IRS forms (was just on an internal worksheet), so if I just bypassed the issue, rather than trying to fix it to satisfy Turbo's internal checks, I could finish and submit my taxes.  Having done so, both my Federal and State submissions have been accepted, and I am waiting for the refunds. 

Thanks for your attention.