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DanaB27
Expert Alumni
Expert Alumni

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

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.

 

@sdaffner 

@BSCOTTWHILL 

@timsonrgarrett 

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‎March 18, 2025 5:55 AM
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dmertz
Level 15

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

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

‎March 18, 2025 5:01 PM
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dmertz
Level 15

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

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

‎March 20, 2025 4:55 AM
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