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grandmaonthego2013

Question

I have a 1099-R from a non-qualified annuity. No matter how I try to enter the information I'm getting an error message.

Forum|Forum|1 year ago
March 11, 2025
2 replies
0 views

Its not an IRA, but if I check "Other" I continue to get the request to review

I believe it is a known problem and is being fixed. In the mean time, you can clear the error by going to the specific form and clear the check box in the "RMD Excess Accumulation" section under the question "Type of Account". This will clear the error warning.

this is happening to me too, and I tried clearing but it automatically loops back to is this a 403(b) or qualified retirement plan. Help!

I am having this same problem as well. Does anyone know the proper solution?

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

@grandmaonthego2013

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