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Get your taxes done using TurboTax
Hi MarylinG1,
I have tried all of your suggestions, to no avail. Here is the do-loop I am in:
When I get to the - Is this a 403(c) or other qualified account - question (those are the only two choices, even though the answer is neither) - I choose other qualified account. That allows me to complete the entry process.
Then, when I go to Federal Review, it gives me an error from the RMD Excess Accumulation Worksheet saying "Type of account should not be selected for this distribution". It shows "Other" as selected. I change the selection to "No Entry". Then the next time I run the Federal Review, it gives me an error on the 1099-R entry saying that I must choose either 403(c) or Other.
I have been in this do-loop now for many days. I have been on the phone with two experts, and I've received this suggestion from you. At this point, the Turbotax software has an obvious error that is preventing me from completing/filing.
Many thanks for continuing to look into this situation.
Carlin