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New Member
posted Mar 9, 2025 4:52:17 PM

Can anyone help. I can't seem to get my 1099R military retirement form to go in. It keeps kicking it back at the end wanting me to change it to Qualified.

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1 Replies
Level 15
Mar 9, 2025 4:53:20 PM

I just completed a Form 1099-R with a code of 7 in box 7 and the age of the recipient is 78.  Entries were in box 1, 2a, 4 an 7 only.

Went through the screens following entry of the 1099-R and selected Non-Qualified Plan.  Landing on the screen where it asks about Missing a Required Distribution from Any Retirement Accounts, I selected None of these plans failed to withdraw the RMD.  Continue.  Put the tax return through both Federal Review and Review with no errors.

 

If your return follows this scenario what do you see?