bernie-polikows ky
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I am having the same problem with only the 7 code in box 7. One 1099-R is for a non-qualified annuity and the other is for dividend payment on a life insurance ...
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I'm having the same problem with a 1099-R for payments from a NON-qualified annuity. TT insists that I answer whether it is 1) a 403(b) 2) another type of QUALI...
Activity Feed for bernie-polikowsky
- Cheered Re: I have a pension from a non-qualified plan. However, TurboTax keeps asking me to correct this... for DoninGA. March 13, 2025 8:14 AM
- Posted Re: I have a pension from a non-qualified plan. However, TurboTax keeps asking me to correct this... on Retirement tax questions. March 13, 2025 8:00 AM
- Posted Re: I sold a non-qualified retirement account I inherited. TurboTax 1099-R asks if its a 403(b) o... on Retirement tax questions. March 12, 2025 1:49 PM
- Posted 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? on Retirement tax questions. March 12, 2025 1:33 PM