Known error with RMD Excess Accumulation Worksheet. It indicates that the account type should not be selected, but will not accept No Entry and there is no radio button?

Forum|Forum|1 year ago
March 11, 2025
5 replies
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The CompleteCheck will not proceed to allow filing of the taxes due to this error.....

Best answer by IsabellaG

This issue has been fixed in the latest update to TurboTax online.

DianeW777

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions: (Don't forget to give us the state)

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools.

Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

Click on Online in the top left menu of TurboTax CD/Download for Windows
Select 'Send Tax File to Agent'
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution.
Please also tell us any states included in the return. This is necessary for us to view the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

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Dlodes1

I’m having the same exact problem. HELP!!

DanaB27

What is the code in box 7 of your Form 1099-R? Please see Why am I getting an error when entering Form 1099-R box 7 code 7D?

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yankeecreekAuthor

The Distribution Code is 4D (not 7D).

BP4017

I am getting this same issue and my code is not 7D, it is just a 7.

Please advise.

IsabellaGAnswer

Employee

This issue has been fixed in the latest update to TurboTax online.

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pamela-o-bates

Thank you for the fix. I just finished and filed.

pamela-o-bates

I have the same problem with values D4 in box 7 from an inherited non-qualified annuity. I spent almost an hour on the phone with Intuit on 3/10. My question is, what if the problem isn’t fixed? How would I submit my taxes short of removing the 1099 and then amending my return at a later date, which would be a pain as well as incur penalties on taxes due. Considering the time I’ve spent on this problem, I am going to ask Intuit for a refund (full or partial ).

yankeecreekAuthor

I found you can just ignore the Review request at the "CompleteCheck" and just press continue. This allows you to move along to finish the return. I am holding off submitting to see if TurboTax will fix before tax day.