topic What the program does when I check Qualified Plan is blan... in Retirement tax questions

Program will not allow me to select as a qualified program my Office of Personnel Management 1099-R annuity which is a pension?

hjc10 — Thu, 06 Jun 2019 06:19:10 GMT

What part of the program? Are you trying to enter your 1...

KenH1 — Thu, 06 Jun 2019 06:19:12 GMT

What part of the program? Are you trying to enter your 1099-R? If so, which question or box?

Personal Income, Enter 1099-R, Several pages later it wil...

hjc10 — Thu, 06 Jun 2019 06:19:13 GMT

Personal Income, Enter 1099-R, Several pages later it will not let me select "Qualified Plan"

What does "it won't let me" mean? What does TurboTax pre...

dmertz — Thu, 06 Jun 2019 06:19:17 GMT

What does "it won't let me" mean? What does TurboTax present, how do you respond, and how does TurboTax respond to that?

What the program does when I check Qualified Plan is blan...

hjc10 — Thu, 06 Jun 2019 06:19:18 GMT

What the program does when I check Qualified Plan is blank my check mark and put a yellow border around around Non-Qualified Plan.

And this is with the CD/download version of TurboTax? Tr...

dmertz — Thu, 06 Jun 2019 06:19:20 GMT

And this is with the CD/download version of TurboTax? Try deleting and reentering the Form 1099-R.

Is this on the Was This Distribution From a Qualifed Plan...

dmertz — Thu, 06 Jun 2019 06:19:21 GMT

Is this on the Was This Distribution From a Qualifed Plan page? The yellow border is not an indication of your previous selection. When you click on From a Qualified Plan, does TurboTax proceed to the What Did You Do With The Money from OPM page?

After the program blanks the qualified plan it goes to th...

hjc10 — Thu, 06 Jun 2019 06:19:22 GMT

After the program blanks the qualified plan it goes to the next page which asks if this is an RMD which is not part of a Pension.

TurboTax is behaving entirely normally. Proceed through...

dmertz — Thu, 06 Jun 2019 06:19:24 GMT

TurboTax is behaving entirely normally. Proceed through the rest of the questions.

The type of retirement account is selected in the main in...

KenH1 — Thu, 06 Jun 2019 06:19:25 GMT

The type of retirement account is selected in the main input screen (see screenshot).

The code in box 7 is important. A pension would typically have code 7 in box 7 (normal distribution)

I should have added that a pension plan is most likely a...

KenH1 — Thu, 06 Jun 2019 06:19:27 GMT

I should have added that a pension plan is most likely a qualified plan.

I had a 7 in the number 7 input as the screen shot shows....

hjc10 — Thu, 06 Jun 2019 06:19:28 GMT

I had a 7 in the number 7 input as the screen shot shows. This is not the problem.

Answered in the comments. TurboTax is behaving entirely...

dmertz — Thu, 06 Jun 2019 06:19:30 GMT

Answered in the comments. TurboTax is behaving entirely normally.