Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 16, 2025 12:55:17 PM

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.

0 5 1010
5 Replies
Expert Alumni
Mar 16, 2025 1:09:44 PM

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.

New Member
Mar 16, 2025 1:53:20 PM

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? 

Expert Alumni
Mar 26, 2025 11:21:27 AM

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.

New Member
Apr 2, 2025 7:21:47 AM

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

Expert Alumni
Apr 2, 2025 8:11:59 AM

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?