1099-R stuck in federal review

Forum|Forum|1 year ago
March 8, 2025
3 replies
12 views

I have 3 non-qualified 1099-R plans that don't require an RMD that are tied to whole life policies or annuities that I can't get past the federal review. I put 0 in RMD like it said to but then when I get to the review it says I can't use the type of account "Other". If I set it to No Entry like it suggests I have to go back and pick between a 403(b) plan or another type of qualified retirement plan. When I pick another type of qualified retirement plan I get in the cycle of review again

What am I doing wrong? I've never had this issue in prior years

TurboTax Deluxe Online

DanaB27

Employee Tax Expert

What is the code in box 7?

If you have code 7D then please see Why am I getting an error when entering Form 1099-R box 7 code 7D?

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anonymous60Author

Level 2

Thank you for your reply

Just a 7. I have some other retirement accounts with 7D and those are passing review

AmyC

Level 15

Pick the 403b for the nonqualified plan and then try the zero. I got through review with it. If you are online, you might want to clear cache and cookies since you have been going around in circles.

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