Question

1099-R stuck in federal review

Forum|Forum|1 year ago
March 8, 2025
1 reply
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I have 3 non-qualified 1099-R plans that don't require an RMD that are tied to whole life policies or annuities that I can't get past the federal review. I put 0 in RMD like it said to but then when I get to the review it says I can't use the type of account "Other". If I set it to No Entry like it suggests I have to go back and pick between a 403(b) plan or another type of qualified retirement plan. When I pick another type of qualified retirement plan I get in the cycle of review again

What am I doing wrong? I've never had this issue in prior years

TurboTax Deluxe Online

D

DanaB27

What is the code in box 7?

If you have code 7D then please see Why am I getting an error when entering Form 1099-R box 7 code 7D?

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A

anonymous60Author

Thank you for your reply

Just a 7. I have some other retirement accounts with 7D and those are passing review

AmyC

Employee

Pick the 403b for the nonqualified plan and then try the zero. I got through review with it. If you are online, you might want to clear cache and cookies since you have been going around in circles.

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