This might sound like an error, but is not.
The firm that had an inherited annuity provided me a 1099R. The annuity was to be distributed to me and my sister, equally split 50%/50%. The company was able to send the funds to me in 2024, but had difficulties fulfilling my sister distribution until 2025.
So my 1099-R correctly shows that I received my 50% of the annuity, which is the total annuity amount I was expected to receive, but that the overall annuity was not completely distributed until 2025. I suspect this is required because there's a possibility the remainder could pass to me if my sister was unable to eventually receive it.
TT should still allow my taxes to be eFiled. TT should maybe pose a question to understand that a situation like this could occur and allow the eFile to proceed if the response shows that this was not an error.
