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ERROR On 1099-R RMD Excess Accumulation Worksheet - Type of Account
I am getting a Red Flag on my 1099-R Inherited ROTH IRA. (It is a non spousal IRA). When I select the type of account (IRA) it flags it as red(See below)
If I select it as 403B it passes(Just an observation).
Box 2B is checked "taxable amount not determined"
Box 7 Code is "T" and the IRA/SEP/Simple is not checked.
I did withhold state and fed taxes (Not needed, I know).
Any ideas on how to make the red mark go away?
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‎February 25, 2025
3:33 PM