1099-R Issue

ehoneycutt47 — Mon, 17 Mar 2025 14:32:47 GMT

I am retired military and have used TurboTax for about 20 years. In addition I am a retired professor with 6 IRAs from different schools.

When listing income the 1099-R for the military is a "non-qualified" account unlike the IRAs. Going through the screens I am asked if it is qualified or unqualified. I check "unqualified." A screen or two later asks:

Is this a 403-B NO

Another "Qualified" Account NO

The program then says there is a problem with this entry. I have spoken to four accountants on line (paid for service) for 5 hours and basically they take me through the screens and we try every possible choice, but nothing works! All accountants work with me to fix the problem, but I finally figured out and brought to their attention there is a program error. The last accountant told me to check back in 72 hours as TurboTax was working the problem. I went online this morning after a week and NO Fix!

PLEASE direct me to someone who can fix the issue or refund my money.

Re: 1099-R Issue

SharonD007 — Wed, 19 Mar 2025 02:10:38 GMT

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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1099-R Issue

Re: 1099-R Issue