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Level 1

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

 
12 Replies
Level 1

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

What part of the program?  Are you trying to enter your 1099-R?  If so, which question or box?
Level 1

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

Personal Income, Enter 1099-R, Several pages later it will not let me select "Qualified Plan"
Level 20

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

What does "it won't let me" mean?  What does TurboTax present, how do you respond, and how does TurboTax respond to that?
Level 1

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

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 20

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

And this is with the CD/download version of TurboTax?  Try deleting and reentering the Form 1099-R.
Level 20

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

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?
Level 1

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

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 20

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

TurboTax is behaving entirely normally.  Proceed through the rest of the questions.
Level 1

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

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)

Level 1

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

I should have added that a pension plan is most likely a qualified plan.
Level 1

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

I had a 7 in the number 7 input as the screen shot shows. This is not the problem.
Level 20

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

Answered in the comments.  TurboTax is behaving entirely normally.