I downloaded my info from Fidelity which included a 1099R for IRA and a 1099R for 403b. On line D of the RMD Excess Accumulation Worksheet it lists both for an IRA. I tried to change the 2nd to a 403b with no sucess and being able to make a change. Double clicking on the box does not take me to a source. The 1099R I get from Fidelity does not show it as a IRA or 403b that I can see. It does not make any difference in the taxes, but I would think the info from the 403b would be on line 5 a and b of the 1040 rather than all on the line 4 as IRA in order to be correct.
I did not notice at the time, but 2023 had same issue.
How can I correct to reflect as 403b?
