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If my distribution code is 7D and I can only enter one of the two, which one do I enter?

My 1099-R box 7 code is 7D but my choice to enter is either 7 or D. Which one is it?
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4 Replies

If my distribution code is 7D and I can only enter one of the two, which one do I enter?

On the TurboTax Form 1099-R entry screen you need to check the box labeled I have more than one value in Box 7 located just below box 7.  Enter the code of 7 in the first box and the code of D in the second box.

MinhT1
Expert Alumni

If my distribution code is 7D and I can only enter one of the two, which one do I enter?

7D is the combination of 2 codes, 7 and D. You should enter them both.

 

In TurboTax Online, on the entry screen of form 1099-R, put a checkmark on I have more than one value in Box 7. A second Box 7 will appear and you can enter the two codes, one in each box. The order doesn’t matter; TurboTax'll make sure you get the right results either way.

 

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If my distribution code is 7D and I can only enter one of the two, which one do I enter?

Code D does not match with non qualified annuity questions for TT.  The only work around is to remove Code D but that doesn't seem correct.   It looks like another software issue on TT end.  Can you confirm?

BillM223
Expert Alumni

If my distribution code is 7D and I can only enter one of the two, which one do I enter?

This is a known issue, that when you enter a distribution code of D that you are asked questions about "other qualified retirement plans" which doesn't apply to nonqualified annuity (code D).

 

Please see this TurboTax Support article, and sign up to be notified of updates.

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