I have an insurance annuity from which I get monthly payments. The final review sends me back to RMD excess accumulation worksheet that it will not let me correct?

The only questions It lets me answer are "is a 403 b or another type of Qualified plan? I say other and then I am told that type is wrong?

1437

Expert Alumni

Mar 18, 2025 7:11:57 PM

Your experience has been forwarded to our TurboTax developers and they are working on a resolution. There should be a resolution by the end of next week. Thank you for bringing to our attention.

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I have an insurance annuity from which I get monthly payments. The final review sends me back to RMD excess accumulation worksheet that it will not let me correct?