Why is TT insisting that I answer, "Was this distribution From a 403(b) Plan?" There are only two answers pertain to QUALIFIED plans. Mine is a NON-Qualified annuity?

Why is TT insisting that I answer, "Was this distribution From a 403(b) Plan?" The are only two answers pertain to QUALIFIED plans. Mine is .a NON-Qualified annuity? Won't continue unless I pick one>

687

Expert Alumni

Mar 12, 2025 3:04:25 PM

There is a known issue with 1099-R forms with a code of D in the distribution box (such as 7D or 4D).

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Why is TT insisting that I answer, "Was this distribution From a 403(b) Plan?" There are only two answers pertain to QUALIFIED plans. Mine is a NON-Qualified annuity?