- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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?
March 20, 2022
12:03 PM