Solved: Inherited non qualified annuity not being handled correctly by turbo tax software

DanaB27 · ‎March 18, 2025

If you are using TurboTax Desktop the issue with code 4D and 7D has been fixed. Please make sure you updated the software. You might have to delete and reenter Form 1099-R.

For TurboTax Online the fix is expected by the end of the week.

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dmertz · ‎March 18, 2025

It's been fixed only in the desktop version of TurboTax. It had not yet been fixed in the online version of TurboTax.

dmertz · ‎March 20, 2025

It has now been fixed in the online version as well.

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Inherited non qualified annuity not being handled correctly by turbo tax software

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Inherited non qualified annuity not being handled correctly by turbo tax software

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Inherited non qualified annuity not being handled correctly by turbo tax software

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