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April 10, 2025
Question

can auto fill be changed on distribution box. It is showing 7D but 1099R code is 7 IRA. Manually changing does not work.

  • April 10, 2025
  • 1 reply
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1 reply

KrisD15
April 10, 2025

You can delete that 1099-R and manually type it in. 

I don't understand what you mean by "code is 7 IRA"

Code 7 is Normal Distributions

Code D is for Annuity payments from non-qualified plans (pensions)  or Life Insurance contracts

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