My box 7 entries for annuity distributions ("7 D") are not being recognized as "non-qualified distribution by my TurboTax app. What to do?

Forum|Forum|1 year ago
March 17, 2025
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DawnC

Employee

You should not be getting that question. Please try to delete the Form 1099-R entries and reenter it. If you are using TurboTax Online delete your cookies and clear you cache before entering the Form 1099-R again.

Please try the following workaround when you re-enter the form.

Workaround for code 7D, omit the code 7 and enter only the code D.

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Carlin1

Hi DawnC,

I have the same issue (but with 4D), and during a phone call with a TurboTax expert, she did not recommend omitting the "4" because the entry would differ from the 1099-R submitted to the IRS, and could trigger an audit. I was told there was a fix in progress (I use the online version).

Thoughts?

Thanks!

Carlin