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?

lpcforchp · ‎March 16, 2025

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)

SharonD007 · ‎March 18, 2025

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.

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lpcforchp

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

DanaB27

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?