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anonymous60
Returning Member

1099-R stuck in federal review

I have 3 non-qualified 1099-R plans that don't require an RMD that are tied to whole life policies or annuities that I can't get past the federal review.  I put 0 in RMD like it said to but then when I get to the review it says I can't use the type of account "Other".  If I set it to No Entry like it suggests I have to go back and pick between a 403(b) plan or another type of qualified retirement plan.  When I pick another type of qualified retirement plan I get in the cycle of review again

What am I doing wrong?  I've never had this issue in prior years

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1 Reply
KeshaH
Employee Tax Expert

1099-R stuck in federal review

If you'd like, we can look at your return and see exactly what you see to  help come to a resolution. The return will be scrubbed and won't include any of your personal details.

 

If you're using TurboTax Online:

Once you're logged in to your account,

- on the left hand panel, click on Tax Tools and then choose Tools

- on the pop up window, select Share my file with Agent

- you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.

- click okay and you'll get another message with a token

 

If you're using TurboTax Desktop:

  • Click on Online in the top menu of TurboTax Desktop 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 reply to this message with your token so that we can further assist you. Let us know all other states, if any, that are included on the return.

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