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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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3 Replies
DanaB27
Expert Alumni

1099-R stuck in federal review

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?

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anonymous60
Returning Member

1099-R stuck in federal review

Thank you for your reply

 

Just a 7.  I have some other retirement accounts with 7D and those are passing review

AmyC
Expert Alumni

1099-R stuck in federal 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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