Thanks for the help Cesar J and dmertz.
As for the page, " Lets get more information about your required minimum distribution". There is only a box to input a $ amount and says, "Enter a minimum distribution amount. Enter 0 if this account had no required distribution". There is nothing to select for Entire Distribution. I know she was getting a yearly distribution though. Maybe it is referring to me though?
It will not allow you to proceed until an amount or 0 is input.
The 1099-R does not have box 2b checked for Total Distribution even though all funds were paid after fed and state taxes. I did receive a 1099-INT for some interest from this annuity. It was all paid with 1 check and the details listed showed the amounts and taxes with the AJ line blank. I called them about the discrepancy and was told it was interest and that they would be sending a 1099-INT.
I just tried it with the box 2 b total distribution checked and it still asks for the minimum R M D. ? Don’t know why that box is not checked since it was the total distribution?
If I put an amount greater than 0 in the minimum distribution box it will then show the page with "ENTIRE DISTRIBUTION applied to the R M D". Otherwise with 0 it just returns to the 1099-R list.
Also on the situations page I am not sure if it is a Sep or Sep simple? How would I find out?
So it seems that I need to call them to find out what that amount would have been and then select the ENTIRE DISTRIBUTION on the page. I will try it tomorrow.
Note: I did find out it was a Qualified annuity. So it must be from pretax money from what I understand.
Thanks for the help and some learning experience for me.
