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This issue has been fixed in the latest update to TurboTax online.
If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help. If you would like to do this, here are the instructions: (Don't forget to give us the state)
TurboTax Online:
Open your return -Go to the menu panel on the left side of your return and select Tax Tools.
TurboTax Desktop:
If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:
We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.
I’m having the same exact problem. HELP!!
What is the code in box 7 of your Form 1099-R? Please see Why am I getting an error when entering Form 1099-R box 7 code 7D?
The Distribution Code is 4D (not 7D).
As I understand it, the issue is with the "D", so the issue is the same for 4D or 7D or whatever, no matter what the TurboTax Help page may imply.
I am getting this same issue and my code is not 7D, it is just a 7.
Please advise.
I have the same problem with values D4 in box 7 from an inherited non-qualified annuity. I spent almost an hour on the phone with Intuit on 3/10. My question is, what if the problem isn’t fixed? How would I submit my taxes short of removing the 1099 and then amending my return at a later date, which would be a pain as well as incur penalties on taxes due. Considering the time I’ve spent on this problem, I am going to ask Intuit for a refund (full or partial ).
I found you can just ignore the Review request at the "CompleteCheck" and just press continue. This allows you to move along to finish the return. I am holding off submitting to see if TurboTax will fix before tax day.
Thank you. I will try that if a fix isn’t an available in time.
1291570 Tennessee
This issue has been fixed in the latest update to TurboTax online.
Thank you for the fix. I just finished and filed.
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