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 9, 2025 6:37:21 PM

I have entered amounts in TT for pension and my life insurance surrender - on 1099R. Both are flagged on final review for "type of account should not be selected"

the pension is an ongoing monthly payment and the life insurance surrender was a cash out. Received 1099R for both. But TT is flagging "Type of account should not be selected for this distribution"

0 1989
0 Replies