3549816
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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What is the code in box 7?
If you have code 7D then please see Why am I getting an error when entering Form 1099-R box 7 code 7D?
Thank you for your reply
Just a 7. I have some other retirement accounts with 7D and those are passing review
Pick the 403b for the nonqualified plan and then try the zero. I got through review with it. If you are online, you might want to clear cache and cookies since you have been going around in circles.
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