Seems that one problem is fixed and another one pops up. Sorry for the long discussion.
The 1099-R questions have now added the "Was This Distribution From a 403(b) Plan?" but there is no option for "Non-Qualified" distributions so I am back in a circle. Anyone else have this situation??
If I choose "NO" It now tells me I owe in penalties. These are not 403(b) plans, but "Non-Qualified" taxable annuities that report on 1099-R box 7 code "D".
Was This Distribution From a 403(b) Plan?
Yes, this is a 403(b) plan
No, it's another type of qualified retirement plan
In the past I used the amount as RMD and 100% of the distribution is RMD. This no longer works. If I put $0 for RMD, It gives me an error saying "type" should not be selected, but if I uncheck it...goes back in the loop "needs review" and back to the "Was This Distribution From a 403(b) Plan?" I was told this would be fixed last week, but it still has not.
I still had to round out the pennies to get the other 1099-R "RMD" error messages out for my other IRA distributions Online as of today 3-13-23, but that works now.
Turbo Tax support made me add the "Expert" option and I cannot "downgrade" now without deleting the entire return and re-entering, which I've already done multiple times per their request to "fix" other software issues. If I have to re-enter, I might as well try another tax service! So frustrated with lack of knowledgeable TT support staff.
