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Returning Member
posted Feb 23, 2023 9:45:54 AM

1099-R

I am trying to enter an inherited 1099-R.  Turbo tax is asking when this person was born.  The selections are on or before 6/30/50 and on or after 7/1/50.  I cannot may a selection on this page.  Any suggestions?

0 4 273
4 Replies
Expert Alumni
Feb 23, 2023 10:06:54 AM

I do not quite understand your question.  Are you saying the choices to make (screenshot below) are all grayed out preventing you from make a choice?  If not and you know the age of the person from whom you inherited the plan mark one of the circles to continue.

 

Code 4 will not subject you to a penalty; it is ordinary income in each year you receive the amount.

 

@cbstafford51 

 

Returning Member
Feb 23, 2023 10:17:58 AM

My 2 choices for the age of the original owner are:

1) This person was born on or before 6/30/50

2) This person was born on or after 7/1/50

 

The choices are not grayed out. There is a circle in front of each choice.  The software does not allow me to choose one of them.  The software does not allow me to go further in completing this 1099-R.

Level 15
Feb 23, 2023 10:39:03 AM

TurboTax is trying to determine whether the decedent had been required to be taking RMDs.

how old was he or she?

 

if you can't select an option , you have a browser problem.

@cbstafford51 

Returning Member
Feb 23, 2023 11:26:56 AM

He was born 7/29/16..

 

I am restarting my computer.