topic My 1099-R Box 7 code is 4D for my Inherited Annuity Total Distribution, but TurboTax doesn't like the Source Code of Distribution of "None of the above" in Get your taxes done using TurboTax

My 1099-R Box 7 code is 4D for my Inherited Annuity Total Distribution, but TurboTax doesn't like the Source Code of Distribution of "None of the above"

kharring58 — Mon, 23 Feb 2026 12:44:50 GMT

I received a 1099-R with Box 7 coded as 4D which is correct it is for an Inherited Annuity Total Distribution.

In Federal it asks Where is this Distribution From? Select the Source of this Distribution.

I select "None of the above" because it is not a Qualified IRA or a Pension, it is an Annuity.

The program keeps switching it to "Pension/IRA distribution received before retirement age". I am well over retirement age!

This is not correct, but I don't know what to do. Does the software consider an Annuity an "Other qualified IRA distributions and private-source pensions"?

Of course the answer of "Pension/IRA....." flows into my Michigan State as a code "N-Other pension subject to Michigan tax".

I have other Inherited IRA's as well & those have been entered without any issues.

Any suggestions?

Re: My 1099-R Box 7 code is 4D for my Inherited Annuity Total Distribution, but TurboTax doesn't ...

DaveF1006 — Mon, 13 Feb 2023 20:38:44 GMT

To clarify, where are these questions coming from? Is this a 1099R, CSA/1099R, or CSF 1099R? Also is the Box on the 1099R checked indicating that this is a IRA?

Re: My 1099-R Box 7 code is 4D for my Inherited Annuity Total Distribution, but TurboTax doesn't ...

kharring58 — Tue, 07 Mar 2023 20:43:33 GMT

I am so sorry for the delay....we were traveling. I did get an answer to my question, thank you.

Re: My 1099-R Box 7 code is 4D for my Inherited Annuity Total Distribution, but TurboTax doesn't like the Source Code of Distribution of "None of the above"

Oldguy57 — Fri, 07 Mar 2025 23:51:06 GMT

It’s a known bug. However, not all support people know about it. Supposedly, it will be fixed in a “future update.” I’ve been doing my taxes with TT for 10 years. Now looking for an alternative method.

Re: My 1099-R Box 7 code is 4D for my Inherited Annuity Total Distribution, but TurboTax doesn't ...

jllenehan — Sat, 15 Mar 2025 14:48:33 GMT

I have this problem too, and cannot get out of this loop. What is the solution???

Re: My 1099-R Box 7 code is 4D for my Inherited Annuity Total Distribution, but TurboTax doesn't ...

DanaB27 — Tue, 18 Mar 2025 14:36:52 GMT

If you are using TurboTax Desktop the issue with code 4D 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.

@jllenehan