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Returning Member
posted Feb 26, 2026 3:04:27 PM

Form 1099-R

On Form 1099-R in section" RMD Excess Accumulation Worksheet", Line D refuses to allow an "X" in the IRA box. How to select the IRA box?

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1 Replies
Level 15
Feb 26, 2026 6:06:42 PM

TurboTax automatically handles the marking of the IRA box.  If the Form 1099-R provided by the payer does not have the IRA/SEP/SIMPLE box marked and does not have code T or Q in box 7, the distribution is not from an IRA.  An employer plan like a 401(k) is not an IRA.