dmertz
Level 15

Get your taxes done using TurboTax

TurboTax currently has a bug that is being investigated regarding Forms 1099-R with codes 4 and D or 7 and D in box 7.  TurboTax should not be asking anything about RMDs when code D is present because nonqualified annuities are not subject to RMDs.  No matter which answer you select, TurboTax will later flag an error for your selection because neither can apply when code D is present.  There only workarounds currently available are to make a correction in forms mod of the download version of TurboTax or print and mail your tax return.