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Retirement tax questions
What code is in box 7? It’s probably this…..
RMD Excess AccumulatedWorksheet. There is an error on 1099R with code 7D and possibly 4D. The issue is with the "D". You can sign up for updates here,
In the mean time, Workarounds from dmertz are:
For code 7D, omit the code 7 and enter only the code D.
For code 4D, indicate that the decedent died after December 31, 1951.
March 14, 2025
9:34 AM