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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.

Its not an IRA, but if I check "Other" I continue to get the request to review
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1 Reply
PT768
Returning Member

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.

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.

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