TT not allowing a correction on RMD Excess Accum.Worksheet as type of acct(D) to have"no entry".It put"other"acct even though I put"no entry"and list as nonqualified.Fix?

rwelt44 · ‎March 14, 2025

Keeps showing as error and seems like it wants to treat is as a qualified account. It is not as it is life insurance policy dividends. I can't get out of the loop.

DanaB27 · ‎March 18, 2025

Is you code in box 7 7D?

If you are using TurboTax Desktop the issue with code 4D and 7D has been fixed. Please make sure you updated the software. You might have to delete and reenter Form 1099-R.

For TurboTax Online the fix is expected by the end of the week.

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TT not allowing a correction on RMD Excess Accum.Worksheet as type of acct(D) to have"no entry".It put"other"acct even though I put"no entry"and list as nonqualified.Fix?