After I input my military retirement income, Turbotax keeps asking if it is a 403(b) or other qualified plan. It's neither, but it doesn't give me that option.

[llmccall1]

I just have a 7 in box 7.

[llmccall1]

It still doesn't work.

[AmyC]

I did see another post with a workaround here. The 1099-R still has an investigation.

[andrewsdg]

I am having the same problem. Nobody seems to know the answer for this at Turbo Tax. 

[DoninGA]

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@andrewsdg wrote:

I am having the same problem. Nobody seems to know the answer for this at Turbo Tax. 

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There is a bug in the TurboTax online editions when you select that your pension plan is a Non-Qualified Plan.

This has been reported to the TurboTax Moderators to get the development team to fix the error.

The error does not occur when using the TurboTax desktop editions. 

[xiaoli1]

How will we know when the software will be corrected to allow users to enter inherited NQ Stretch distribution information that does not generate endless needs review messages?

[OldBaldy]

I am using the Desktop free edition and it has the same error.  Any update on fixes?

[sdelp]

This is very frustrating.  I have everything else ready to file on my tax return but can not because this error is not fixed.  Taxes are due in less than a month.  And this error has been ongoing for over a month.  Any information on when it is expected to be fixed.

I have tried all of the workarounds.  The only thing in box 7 is the number 7.  I deleted and manually reentered my 1099R from DFAS.

[DoninGA]

@sdelp According to the TurboTax Moderators of this forum there will be a fix for this problem on 03/21/2025

[dmertz]

This bug appears to have been fixed now.

[xiaoli1]

Are  you using a desktop TT version? I am using an online version and error still  persists  in spite of following all advice for resubmission of data.  I did see a patch was be available on 3/21/2025 for the online version. Can anyone confirm and  provide information about how to access it?

[VolvoGirl]

The Online version is automatically updated when they put out the updates.  Nothing you need to do.  If there has been an update (which usually happens on Thrusdays like today 3/20 there was an update) then you should revisit the 1099R entries and  answer all the followup questions again.  I would even delete the 1099R and enter it again Manually so nothing gets missed.  

[DoninGA]

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@xiaoli1 wrote:

Are  you using a desktop TT version? I am using an online version and error still  persists  in spite of following all advice for resubmission of data.  I did see a patch was be available on 3/21/2025 for the online version. Can anyone confirm and  provide information about how to access it?

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You may want to delete the Form 1099-R and re-enter manually.

Using the TurboTax online editions, I just went through the 1099-R section and selected Non-Qualified Plan and the program completed with no issues.

[xiaoli1]

Thank you so much for this information!