SJP22
New Member

Get your taxes done using TurboTax

I am getting the same error message while using the desktop version of TurboTax Premier.  We have one IRA from which we took regular distributions through 2021 for which we received a 1099-R from the financial institution.  We  did not take a total distribution nor was it an inherited account.  Based on reading the IRS documentation for Form 4972, because it was not inherited, nor a total distribution, nor was the owner born before 1936, there is no reason for Form 4972 to be required.  How do we resolve this?