1099-R Type of Account

[rschaufler]

I received a 1099-R for a Total Distribution in 2024 from an Annuity I inherited from my Mother in 2022.  When I enter the information turbotax takes the information without issue, but at the Federal Review I am prompted to enter a 'Type of Account' with the options being a 403b, IRA, or Other. 

I chose 'Other' (and I have tried IRA with the same result)

After accepting the change, I am prompted to review the 1099-R again.  This time, the guide indicates that a Type of Account should not be entered for this entry, so I set it to 'No Entry' and hit 'Continue'.  

After changing to 'No Entry', I am prompted to review and prompted to enter a 'Type of Account' again.  The process starts over. 

Please let me know what I need to do to properly answer the questions regarding my 1099-R.

Thank You,

Robert

[dmertz]

When asked when your mother was born, indicate that she was born after January 1, 1952 even if that's untrue.  For a code 4D Form 1099-R, TurboTax shouldn't even be asking when your mother was born.

[rschaufler]

Thank You!!  That change resolved the issue.