Why is Turbo tax keeps asking me to review annuities and asking 403b and type of account, 403b or mot?

Forum|Forum|1 year ago
March 16, 2025
1 reply
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Also why does turbotax unchecked my entries about type of retirement plan

DanaB27

There was an update. Therefore, if you had code 7D in box 7 you will need to review your entries. Sometimes it helps to delete and reenter Form 1099-R.

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mikej25

This did NOT fix my problem. I deleted my 1099R info, saved my return, logged off/back on and re-entered all my 1099 info. on 3/16 10am PDT. However, I still get a Needs Review” message when I Review.

After filling out the TT 1099R form with all supplied info for a 3 year tax deferred, NON-qualified annuity that matured in 2024 with a 7D distribution type I keep getting a “Needs Review” message.

The “Check This Entry” screen says “Type of Account should NOT be selected” on the Account type line in “RMD Excess accumulation” worksheet. I choose "NO ENTRY on this screen, but the “No Entry” does not stick and the Check this Entry screen shows "Other Type" when I do a final review before submitting my tax return which is not correct.

When will this problem be fixed (I've tried several workarounds for over a week with no luck)?
Also, if I file my return with this error message, will it be rejected by TT or IRS?