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My 1099-R Box 7 code is 4D for my Inherited Annuity Total Distribution, but TurboTax doesn't like the Source Code of Distribution of "None of the above"

I received a 1099-R with Box 7 coded as 4D which is correct it is for an Inherited Annuity Total Distribution.  

In Federal it asks Where is this Distribution From?  Select the Source of this Distribution.  

I select "None of the above" because it is not a Qualified IRA or a Pension, it is an Annuity.

The program keeps switching it to "Pension/IRA distribution received before retirement age".  I am well over retirement age!

This is not correct, but I don't know what to do.  Does the software consider an Annuity an "Other qualified IRA distributions and private-source pensions"?

Of course the answer of "Pension/IRA....." flows into my Michigan State as a code "N-Other pension subject to Michigan tax".  

I have other Inherited IRA's as well & those have been entered without any issues.  

Any suggestions?

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2 Replies
DaveF1006
Expert Alumni

My 1099-R Box 7 code is 4D for my Inherited Annuity Total Distribution, but TurboTax doesn't like the Source Code of Distribution of "None of the above"

To clarify, where are these questions coming from? Is this a 1099R, CSA/1099R, or CSF 1099R? Also is the Box on the 1099R checked indicating that this is a IRA?

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My 1099-R Box 7 code is 4D for my Inherited Annuity Total Distribution, but TurboTax doesn't like the Source Code of Distribution of "None of the above"

I am so sorry for the delay....we were traveling.  I did get an answer to my question, thank you.  

 

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