Error message in Turbotax 2024 on 1099-R for inherited IRA RMD. I took appropriate RMD. Did all I know how to do.... Help appreciated.
I am not 73
Entered 1099-R in 2024 online Turbotax based on money inherited from my mothers IRA, Distribution Code 4-Death. I enter this info every year of the RMD taken and also the takes I take out for state and fed. I never add money to this acct. It is not a total distribution but what I should take out-the RMD as calculated. My mother was born before 1951 and died in 2007. I am 66 years old.
This year in 2024 online Turbotax, I am constantly getting an "error needs review" message for this 1099-R. It asks : Have you ever taken a disaster distribution before 2024. I say "no" but not sure why it asks this. I did indeed take the RMD as estimated online and verified by Fidelity for 2024 and that was $2,335.5, I took out $2336 in January 2024. So regardless in TT even as of today I always am getting a message about reviewing this form ans it also asks if any of this money was for a disaster contribution -- I say no. I deleted the 1099-R for my mothers RMD that I received and entered a new one from scratch and error still persists. Does not matter seemingly what I check or uncheck on the 1099-R for Box 2B or if IRA/Simple SEP is checked. This is not a Roth. Bug in program?? Thank you.
