Skip to main content
March 16, 2025
Question

1099r and rmd

  • March 16, 2025
  • 2 replies
  • 0 views

I am having a fix error message when I enter my 1099r unqualified annuity. A rmd worksheet appears and I do not have to take one from this account. I have talked to 5 people at TurboTax. There apparently is a glitch. It appears there have been complaints about it for 2 months now.

    2 replies

    March 16, 2025

    If you have code 7D in box 7 then the issue has been fixed in TurboTax Desktop. Please make sure you update the software if you use TurboTax Desktop. You might have to delete and reenter your Form 1009-R.

     

    In TurboTax Online you can use dmertz's workaround:

    For code 7D, omit the code 7 and enter only the code D.

     

    [Edited 3/17/2025 | 1:00am PST]

    @higginsbasset 

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    March 16, 2025

    I am having this issue as well. Definitely NOT fixed: 

     

    Please advise.

     
     

    March 17, 2025

    Please try the workaround and only use code D instead of code 7D if you are using TurboTax Online.

     

    @crzndv70 

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"