I have a 1099-R from a non-qualified annuity. No matter how I try to enter the information I'm getting an error message.

[grandmaonthego2013]

Its not an IRA, but if I check "Other" I continue to get the request to review

[PT768]

I believe it is a known problem and is being fixed. In the mean time, you can clear the error by going to the specific form and clear the check box in the "RMD Excess Accumulation" section under the question "Type of Account". This will clear the error warning.

[DanaB27]

Do you have code D in box 7? If yes, then please see Why am I getting an error when entering Form 1099-R box 7 code 7D?

@grandmaonthego2013 

[LW3434]

this is happening to me too, and I tried clearing but it automatically loops back to is this a 403(b) or qualified retirement plan.  Help!

[crzndv70]

I am having this same problem as well. Does anyone know the proper solution?

[PT768]

It is fixed in the latest version - TurboTax Premier Desktop Windows.

[MarilynG1]

Choose 'other qualified plan'.  All 1099-R's are considered distributions from a 'retirement plan'.  The amount in Box 2a will be the taxable amount.  You can enter the D in Line 1 for Box 7 and the 7 in Line 2 for Box 7.

Here's more info on 1099-R for Pensions, Annuities, Retirement.

@PT768 

@LW3434 

@crzndv70