topic 1099-r asking about annuties. i did not check 403-b plans in Retirement tax questions

1099-r asking about annuties. i did not check 403-b plans

jimspurlin1 — Mon, 02 Mar 2026 12:42:13 GMT

Re: 1099-r asking about annuties. i did not check 403-b plans

JamesG1 — Mon, 02 Mar 2026 13:23:28 GMT

Are you saying that you encountered a Review error related to the 403(b) question? Or are you saying something else? Please clarify.

The distribution rules are slightly different for 403(b) plans compared to other more common qualified retirement plans, like 401(k)s. These plans are similar to 401(k) plans, but typically only offered by public schools and certain charities.

Re: 1099-r asking about annuties. i did not check 403-b plans

jimspurlin1 — Mon, 02 Mar 2026 13:48:45 GMT

i posted a 1099-r

Click on standard 401k , pension etc.

Click on not a 403b

yet it insisted on asking questions about RMD for a standard pension.

then is ask about annunties

it is neither of these.

Re: 1099-r asking about annuties. i did not check 403-b plans

DoninGA — Mon, 02 Mar 2026 13:51:13 GMT

@jimspurlin1 All the income received from pension is an RMD. So post the amount from box 1 where asking for an RMD amount.