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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
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March 8, 2025
5:31 AM