Box 7 with distribution code D4

My financial advisor said my non qualified annuity is NOT a RMD. Not sure how to answer the questions from TT with the options being all qualified account types.

posted

If you are using TurboTax Desktop the issue with code 4D and 7D has been fixed. Please make sure you updated the software. You might have to delete and reenter Form 1099-R.

For TurboTax Online the fix is expected by the end of the week.

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