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

K

KeshaH

If you'd like, we can look at your return and see exactly what you see to help come to a resolution. The return will be scrubbed and won't include any of your personal details.

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