RMD Excess Accumulation Worksheet error

LMARAIST — Sun, 09 Mar 2025 16:58:06 GMT

I have a 1099-R from my employer that is not an IRA or a 403 B. I keep getting an error message in the final review for this and also for an Insurance 1099-R. "type of account should not be checked for this distribution" I tried re-entering it by entering the information myself and the same error message come up in the review. what should I do?

Re: RMD Excess Accumulation Worksheet error

DianeW777 — Tue, 18 Mar 2025 16:55:23 GMT

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions: (Don't forget to give us the state)

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools.

Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

Click on Online in the top left menu of TurboTax CD/Download for Windows
Select 'Send Tax File to Agent'
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution.
Please also tell us any states included in the return. This is necessary for us to view the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

topic Re: RMD Excess Accumulation Worksheet error in Retirement tax questions

RMD Excess Accumulation Worksheet error

Re: RMD Excess Accumulation Worksheet error