Delete the Form 1099-R and re-enter.
You are entering a Form 1099-R correct? Not a CSA-1099-R or a CSF-1099-R.
And don't upload a Picture or PDF of the DFAS 1099-R form. Enter it all manually, typing in the information.
Same issue for me. Can't progress. Have NEVER had this in all the years I have been using Turbo Tax. I deleted, reentered and all manually. There is a problem with the software. It may be the first year I can't use Turbo tax!
I tried typing it in manually, but I'm still having the same problem.
I have the exact problem. I as on the phone chat with Turbo tax help twice for an hour each time. She contact a supervisor and another higher level “expert”. They could not resolve or work around the issue. I suspect there are thousands of retired military who have the same problem. TURBO TAX needs to fix this programming glitch.
By the way, I asked for and received a refund of $199 and I will be going to a tax preparer for the first time in my life and using Turbo tax for over 20 years.
Workarounds are:
For code 7D, omit the code 7 and enter only the code D.
For code 4D, indicate that the decedent died after December 31, 1951.
To dmertz… thank you for your input … my 1099-R from the Defense Finance and Accounting only has 7 in box 7… there is not a D on my form.. but I fiddled around with putting both a 7 and a D also just a 7 also just a D … nothing worked
i am curious if you have first hand experience on recording Military Retirement pay, which is a non qualifying “pension”? In their menu driven options on the review screens, Turbo Tax only gives 2 options for trying to resolve the “issue” ..either choose as a 403B (which it is not) or choose “other qualifying pension” which it is not .. for a work around turbo tax chat advisor had me choose #2 option which the next screen asks about RMD … which is not applicable to military retirement but turbo tax advisor again trying to find a workaround when she suggested I put my entire retirement pay as a RMD .. that resulted in showing I owed $53,000 separate obviously that “solution” did not work … then she suggested putting zero in and the program would not accept it … I have done both the scan and manual input of data … same results
the program will not let you proceed to filing the form unless you resolve issue… the Turbo Tax chat “expert” last resort was to punt the form and mail it in… so much for filing .. that is when I asked for a refund and now I will try and find a CPA to do my taxes
Turbo Tax needs to FIX this instead of suggesting workarounds … not just for me but for the probably thousands of military retired people who use Turbo Tax
@PP2011 , I think that your military retirement is considered to be another qualified plan for this purpose.
@llmccall1 wrote:
That's correct. 1099-R.
There is a bug in the TurboTax online editions when you select that your pension plan is a Non-Qualified Plan.
This has been reported to the TurboTax Moderators to get the development team to fix the error.
The error does not occur when using the TurboTax desktop editions.
Can you clarify what code is in Box 7, @llmccall1 ? If the code is 7D, you can sign up to receive notifications from the link below?
dmertz
Just to reiterate regarding your comment that a military retirement is considered a "other qualifying plan" for this purpose...that is a fallacy. As i stated in my earlier post during my chat line with Turbo Tax expert she had me choose that option and it lead into RMD which for chuckles and grins we tried putting zero (would not accept) and then tried putting my entire retirement as the number which resulted in multiplying my amount of taxes due from $2000 to $53,000 (even though i had federal tax withholding taken from my retirement pay). so that is NOT the solution, workaround, or resolution
DoninCA..thank you for the response regarding a recognition on the part of Turbo Tax that there is an error in the program and "moderators" for development are trying to fix it. And it is interesting this only occurs during the on-line version, not the desktop version. And i hope as they fix it, they recognize it has nothing to do whether there is an alpha letter in Box 7 or not. My 1099-R is just a 7 for box 7. I also tried to scan it as well as manually enter the data. I don't know how long the fix will take to be developed so i've decided to NOT use Turbo Tax and i am going to a local CPA to do my taxes.
I did see another post with a workaround here. The 1099-R still has an investigation.
I am having the same problem. Nobody seems to know the answer for this at Turbo Tax.
@andrewsdg wrote:
I am having the same problem. Nobody seems to know the answer for this at Turbo Tax.
There is a bug in the TurboTax online editions when you select that your pension plan is a Non-Qualified Plan.
This has been reported to the TurboTax Moderators to get the development team to fix the error.
The error does not occur when using the TurboTax desktop editions.
How will we know when the software will be corrected to allow users to enter inherited NQ Stretch distribution information that does not generate endless needs review messages?
I am using the Desktop free edition and it has the same error. Any update on fixes?
This is very frustrating. I have everything else ready to file on my tax return but can not because this error is not fixed. Taxes are due in less than a month. And this error has been ongoing for over a month. Any information on when it is expected to be fixed.
I have tried all of the workarounds. The only thing in box 7 is the number 7. I deleted and manually reentered my 1099R from DFAS.
@sdelp According to the TurboTax Moderators of this forum there will be a fix for this problem on 03/21/2025