TT has me identifying a distribution from an annuity (that issued a 1099-R) from either a 403(b) plan or another type of qualified plan. It is neither. What do I do?

The auto help told me to select "other" and then "other" or not applicable". None of these are options. If I select "other qualified plan" (which is wrong), the next set of Qs ask about the RMD (which is not relevant)

1086

Expert Alumni

Mar 18, 2025 8:16:34 PM

Your experience has been forwarded to our TurboTax developers and they are working on a resolution. There should be a resolution by the end of next week. Thank you for bringing to our attention.

New Member

Mar 30, 2025 1:05:58 PM

This is very frustrating. It is not yet fixed. When will this be fixed?

Expert Alumni

Apr 2, 2025 9:41:28 AM

This has been fixed. If you are using TurboTax Desktop Please make sure you update the software.

You might have to delete and reenter Form 1099-R.

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TT has me identifying a distribution from an annuity (that issued a 1099-R) from either a 403(b) plan or another type of qualified plan. It is neither. What do I do?