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Can I file electronically if I have a 1099R with a 7D classification? I was told no by a Turbo Tax specialist, that I had to print and mail.

 
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5 Replies
MinhT1
Expert Alumni

Can I file electronically if I have a 1099R with a 7D classification? I was told no by a Turbo Tax specialist, that I had to print and mail.

You can e-file normally with a form 1099-R with code 7D in box 7.

 

7D is the combination of 2 codes, 7 and D. You should enter them both.

 

In TurboTax Online, on the entry screen of form 1099-R, put a checkmark on I have more than one value in Box 7. A second Box 7 will appear and you can enter the two codes, one in each box. The order doesn’t matter; TurboTax will make sure you get the right results either way.

 

If you have further questions, please comment here.

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Can I file electronically if I have a 1099R with a 7D classification? I was told no by a Turbo Tax specialist, that I had to print and mail.

I agree that the boxes exist to I see a “7” and a”D”.  However when completing the final review you will an error asking you to choose whether this account is an “IRA” or an 503B or “other “.  The files may exist but the review is where the problem is.  I did get online help and the turbo tax rep said a paper copy was the only way to submit a 1099r with a 7D.  Is that true? 

JamesG1
Expert Alumni

Can I file electronically if I have a 1099R with a 7D classification? I was told no by a Turbo Tax specialist, that I had to print and mail.

The tax return should be electronically filed.

 

Delete then re-enter the IRS form 1099-R.  

 

TurboTax updates have taken place that may have corrected the issues that you experienced.

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MED27
New Member

Can I file electronically if I have a 1099R with a 7D classification? I was told no by a Turbo Tax specialist, that I had to print and mail.

Ran into the same problem.  There was a glitch that has since been corrected.   Did create much frustration!!!

TomK2023
Expert Alumni

Can I file electronically if I have a 1099R with a 7D classification? I was told no by a Turbo Tax specialist, that I had to print and mail.

Have you tried clearing your cache and cookies?

 

A full or corrupted cache can cause problems in TurboTax, so sometimes you need to clear your cache (that is, remove these temporary files).

 

Here are the official instructions for the most popular browsers:

Each browser has a slightly different method for deleting cookies. Choose the browser you're using:

 

TurboTax FAQ: How to clear your cache 

TurboTax FAQ: How do I delete cookies?

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