I don't find either TurboTax premier or TurboTax premium operating as you describe. Code 4 is in box 7 as required. IRA/SEP/SIMPLE box is not checked This is an inherited non-qualified fix period annuity of 5 years. After entering 1099-R information I select "I need to file a substitute 1099-R" on the next page. I select that the original annuitant/retirement plan owner was born prior to 1952. I never get prompted with anything about whether this annuity is inherited or not, whether or not the amount in box 2a is correct or not, etc. And then on the next page I am asked if this was a distribution from a (1) 403B or (2) other type of qualified plan!!! which makes no sense given the distribution is from a non-qualified plan. To continue I have to answer about RMDs, which are further irrelevant in this case. I get past the form 4852 questions. Anyway after further questions and entering some numbers which don't seem to be relevant to a non-qualified plan, I reach a page that tells me my taxable amount has been calculated according to the simplified method which per IRS rules is not to be used for non-qualified plans. After going through this process several times I have come to the point where the only valid place to make this work is to modify the 1099-R via the form 4852 (found this under view/forms menu item) for the correct taxable amount, but then this modifies the original information into the original 1099-R form that needs to be corrected (which I am told I should not do). Is the software broken, of have I missed a simple step somewhere?
