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New Member

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
New Member

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?
New Member

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 15

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?
New Member

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 15

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 15

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?
New Member

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 15

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.
New Member

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)

New Member

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.
New Member

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 15

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.