topic Error message in Turbotax 2024 on 1099-R for inherited IRA. I took appropriate RMD. Did all I know how to do.... Help appreciated in Get your taxes done using TurboTax

Error message in Turbotax 2024 on 1099-R for inherited IRA. I took appropriate RMD. Did all I know how to do.... Help appreciated

pcumming — Sat, 11 Jan 2025 23:26:49 GMT

Error message in Turbotax 2024 on 1099-R for inherited IRA RMD. I took appropriate RMD. Did all I know how to do.... Help appreciated.

I am not 73

Entered 1099-R in 2024 online Turbotax based on money inherited from my mothers IRA, Distribution Code 4-Death. I enter this info every year of the RMD taken and also the takes I take out for state and fed. I never add money to this acct. It is not a total distribution but what I should take out-the RMD as calculated. My mother was born before 1951 and died in 2007. I am 66 years old.

This year in 2024 online Turbotax, I am constantly getting an "error needs review" message for this 1099-R. It asks : Have you ever taken a disaster distribution before 2024. I say "no" but not sure why it asks this. I did indeed take the RMD as estimated online and verified by Fidelity for 2024 and that was $2,335.5, I took out $2336 in January 2024. So regardless in TT even as of today I always am getting a message about reviewing this form ans it also asks if any of this money was for a disaster contribution -- I say no. I deleted the 1099-R for my mothers RMD that I received and entered a new one from scratch and error still persists. Does not matter seemingly what I check or uncheck on the 1099-R for Box 2B or if IRA/Simple SEP is checked. This is not a Roth. Bug in program?? Thank you.

Re: Error message in Turbotax 2024 on 1099-R for inherited IRA. I took appropriate RMD. Did all I...

MarilynG1 — Wed, 15 Jan 2025 18:35:23 GMT

When you enter your 1099-R for your inherited IRA distribution, say 'Yes' this distribution is RMD, and 'All of this distribution is RMD'.

If you did that, and are using TurboTax Online, you can delete Form 8915 (Disaster Distribution) from your return. Click this link for instructions on How to Delete Forms in TurboTax Online.

Then, close the program, clear your Cache and Cookies and re-open.

Re: Error message in Turbotax 2024 on 1099-R for inherited IRA. I took appropriate RMD. Did all I know how to do.... Help appreciated

catpirtle — Sun, 19 Jan 2025 17:59:16 GMT

I am having same problem. It keeps telling me to review my husbands investment income! All numbers are correct. The amount taken out is higher than his RMD I put in there. I don't know what to do!!!

Re: Error message in Turbotax 2024 on 1099-R for inherited IRA. I took appropriate RMD. Did all I...

AnnetteB6 — Wed, 22 Jan 2025 22:14:14 GMT

The experience you described has been identified and is being addressed. Take a look at the following TurboTax help article for an opportunity to register your email to receive updates:

Why am I stuck in a loop about my 1099-R in federal review?

@pcumming

@catpirtle

Re: Error message in Turbotax 2024 on 1099-R for inherited IRA. I took appropriate RMD. Did all I...

Martin61 — Fri, 14 Mar 2025 02:35:04 GMT

The bug is still there. Same issue. It won’t let me get past review because of a problem accepting my rmd on an inherited IRA.

Re: Error message in Turbotax 2024 on 1099-R for inherited IRA. I took appropriate RMD. Did all I...

VolvoGirl — Fri, 14 Mar 2025 02:40:18 GMT

Probably this new bug. Do you have a code D in box 7? There is an error on 1099R with code 7D and possibly 4D. The issue is with the "D".

https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-1099-r/getting-error-entering-form-1099-r-box-7-code-7d/L16oZAzZO_US_en_US

Re: Error message in Turbotax 2024 on 1099-R for inherited IRA. I took appropriate RMD. Did all I...

Martin61 — Fri, 14 Mar 2025 15:13:28 GMT

Yes, I have a 4D. Thanks for the link.