Question

1099-R

Forum|Forum|3 years ago
February 23, 2023
1 reply
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I am trying to enter an inherited 1099-R. Turbo tax is asking when this person was born. The selections are on or before 6/30/50 and on or after 7/1/50. I cannot may a selection on this page. Any suggestions?

JosephS1

I do not quite understand your question. Are you saying the choices to make (screenshot below) are all grayed out preventing you from make a choice? If not and you know the age of the person from whom you inherited the plan mark one of the circles to continue.

Code 4 will not subject you to a penalty; it is ordinary income in each year you receive the amount.

@cbstafford51

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C

cbstafford51Author

My 2 choices for the age of the original owner are:

1) This person was born on or before 6/30/50

2) This person was born on or after 7/1/50

The choices are not grayed out. There is a circle in front of each choice. The software does not allow me to choose one of them. The software does not allow me to go further in completing this 1099-R.