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New Member
posted Jun 5, 2019 11:19:10 PM

Program will not allow me to select as a qualified program my Office of Personnel Management 1099-R annuity which is a pension?

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12 Replies
New Member
Jun 5, 2019 11:19:12 PM

What part of the program?  Are you trying to enter your 1099-R?  If so, which question or box?

New Member
Jun 5, 2019 11:19:13 PM

Personal Income, Enter 1099-R, Several pages later it will not let me select "Qualified Plan"

Level 15
Jun 5, 2019 11:19:17 PM

What does "it won't let me" mean?  What does TurboTax present, how do you respond, and how does TurboTax respond to that?

New Member
Jun 5, 2019 11:19:18 PM

What the program does when I check Qualified Plan is blank my check mark and put a yellow border around around Non-Qualified Plan.

Level 15
Jun 5, 2019 11:19:20 PM

And this is with the CD/download version of TurboTax?  Try deleting and reentering the Form 1099-R.

Level 15
Jun 5, 2019 11:19:21 PM

Is this on the Was This Distribution From a Qualifed Plan page?  The yellow border is not an indication of your previous selection.  When you click on From a Qualified Plan, does TurboTax proceed to the What Did You Do With The Money from OPM page?

New Member
Jun 5, 2019 11:19:22 PM

After the program blanks the qualified plan it goes to the next page which asks if this is an RMD which is not part of a Pension.

Level 15
Jun 5, 2019 11:19:24 PM

TurboTax is behaving entirely normally.  Proceed through the rest of the questions.

New Member
Jun 5, 2019 11:19:25 PM

The type of retirement account is selected in the main input screen (see screenshot).

The code in box 7 is important.  A pension would typically have code 7 in box 7 (normal distribution)

New Member
Jun 5, 2019 11:19:27 PM

I should have added that a pension plan is most likely a qualified plan.

New Member
Jun 5, 2019 11:19:28 PM

I had a 7 in the number 7 input as the screen shot shows. This is not the problem.

Level 15
Jun 5, 2019 11:19:30 PM

Answered in the comments.  TurboTax is behaving entirely normally.