How do I enter a non-qualified fixed annuity 1099-R? I keep getting a message asking if it's a 403(b) or another qualified plan. It's neither.

Forum|Forum|1 year ago
March 11, 2025
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Best answer by BillM223

I assume that one of your distribution codes in box 7 on your 1099-R is "D". As a result, TurboTax keeps asking what kind of qualified plan you have when it's actually a non-qualified annuity.

This is a known issue. Please see this TurboTax Help page, and sign up to be notified for updates.

BillM223Answer

I assume that one of your distribution codes in box 7 on your 1099-R is "D". As a result, TurboTax keeps asking what kind of qualified plan you have when it's actually a non-qualified annuity.

This is a known issue. Please see this TurboTax Help page, and sign up to be notified for updates.

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gpierce109Author

Any idea how long it will take Turbotax to fix this issue?

SharonD007

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.

@gpierce109

@LW3434

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LW3434

This is also happening to me and I am doing this on Saturday 3/15/25. When I click the link in the reply, it says it is already resolved. This is not resolved. Thank you for your assistance with this matter.