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posted Mar 8, 2025 4:22:04 PM

2024 1099-R non qualified distribution glitch

When entering my 1099-R, I  have indicated that one is a non-qualified plan (life insurance). Yet I keep getting asked if the payment was from 1.) a 403b,  or 2.) another type of qualified plan.  It is neither, but it says a valid answer is required. and I can not get out of this cycle. But if I answer this question either way, it keeps kicking me back saying this needs to be reviewed.  How do I end the madness?

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1 Replies
Level 15
Mar 8, 2025 5:50:43 PM

This bug is currently being investigated.

 

If box 7 of this Form 1099-R has codes 4 and D, indicate that the decedent was born after December 31, 1951.  The date of birth is irrelevant to the reporting of a Form 1099-R with code 4 and D in box 7, so TurboTax shouldn't even be asking about the decedent's age.

 

If the Form 1099-R has codes 7 and D in box 7 there is nothing you can do but wait for the bug fix or print and mail your tax return.