March 13th - I called TT support again. Shared screen with 1st agent. Either she hung up on me or we were disconnected. I called back and spoke to another agent and also did screen sharing. He suggested entering only code 4 in box 7 and not entering the D. The subsequent questions then allowed me to date of birth of person who died and RMD info. This method did not identify nonqualified annuity.
March 14th - upon opening TT, there was an update to software to download. It would not download. Gave me error Microsoft Installer Error 1603. Scanned my computer and re-started. Continued getting error.
March 15th - finally able to go online and download update patch and get back into TT.
I deleted 1099R at issue, saved file, closed TT, restarted, re-entered.
Questions have changed. The 403B question is gone. Now TT does not have the question to tell us when the person was born to know if RMD if person had lived as asked in 2023 and prior years. Now no question to ask if this withdrawal was RMD some or all, how much RMD was taken all or part.
Now can enter code 4 D for death/ annuity payments from nonqualified annuities, but nowhere to tell TT that the RMD was taken. I went to the 1099R summary page and overrode the RMD total at the bottom of the page to include this RMD. The Form 1099R summary shows "keep for your records".
Will TT update again to include RMD questions as in prior years?
