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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?

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?
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1 Reply
SharonD007
Employee Tax Expert

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?

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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