topic 1099r and rmd in Retirement tax questions

1099r and rmd

higginsbasset — Sun, 16 Mar 2025 08:50:12 GMT

I am having a fix error message when I enter my 1099r unqualified annuity. A rmd worksheet appears and I do not have to take one from this account. I have talked to 5 people at TurboTax. There apparently is a glitch. It appears there have been complaints about it for 2 months now.

Re: 1099r and rmd

DanaB27 — Mon, 17 Mar 2025 07:55:44 GMT

If you have code 7D in box 7 then the issue has been fixed in TurboTax Desktop. Please make sure you update the software if you use TurboTax Desktop. You might have to delete and reenter your Form 1009-R.

In TurboTax Online you can use dmertz's workaround:

For code 7D, omit the code 7 and enter only the code D.

[Edited 3/17/2025 | 1:00am PST]

@higginsbasset

Re: 1099r and rmd

crzndv70 — Sun, 16 Mar 2025 16:48:44 GMT

I am having this issue as well. Definitely NOT fixed:

Please advise.

Re: 1099r and rmd

DanaB27 — Mon, 17 Mar 2025 16:13:26 GMT

Please try the workaround and only use code D instead of code 7D if you are using TurboTax Online.

@crzndv70