Receiving error on 1099-R Annuity paid upon death of family member

[baldoniv]

I lost my Mom on January 12th of last year.  She had an investment with Prudential that sent a 1099-R and codes 4D in box 7.  Each time I try to process my return it is not accepting the information as there was no RMD taken, she was born in 1945 and it is not a 403b or IRA which it keeps looping me back in and asking.  I've been on 5 phone calls, have an investigation in and now read on another post this is a "glitch".  How am I suppose to process my return if this glitch is stopping me?

[MarilynG1]

When you enter a 1099-R, it is considered 'retirement income'.  Even though this is an inherited annuity and RMD is not required, choose 'other qualified plan' and indicate that 'all or part of distribution was RMD', then enter the total distribution amount as the RMD amount.

Here's more info on Distributions from Pensions, Annuities, Retirement.

Sorry for your loss. 

@baldoniv 

[baldoniv]

I would love to say that this works but I've tried this about 13 times with all kinds of representatives. I am held up completing my taxes because of this glitch as it will not allow me to do what you've described or anything else.

There is an amount in box 5, 17,500 that she put into this annuity and it seems to keep messing things up.

[JamesG1]

Delete the entry and re-enter the IRS form 1099-R.

TurboTax has been updated and the may have corrected the issue that you experienced.