anonymous60
Returning Member

1099-R stuck in federal review

I have 3 non-qualified 1099-R plans that don't require an RMD that are tied to whole life policies or annuities that I can't get past the federal review.  I put 0 in RMD like it said to but then when I get to the review it says I can't use the type of account "Other".  If I set it to No Entry like it suggests I have to go back and pick between a 403(b) plan or another type of qualified retirement plan.  When I pick another type of qualified retirement plan I get in the cycle of review again

What am I doing wrong?  I've never had this issue in prior years