MBBU88
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Thanks for the clarification on Box 3 -- appreciated!Do you have any additional insight on the error messages I'm getting on the 4972 form during the Smart Chec...
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I should clarify that I'm using the Desktop version of Turbotax.
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I believe there is still an error glitch in TurboTax's system regarding inherited annuities on Form 4972. I received a 1099-R for an inherited annuity and Box 7...
Activity Feed for MBBU88
- Posted Re: Distribution from Inherited non qualified annuity not being handled correctly by Turbotax Hom... on Get your taxes done using TurboTax. May 21, 2025 1:03 AM
- Cheered Re: Distribution from Inherited non qualified annuity not being handled correctly by Turbotax Hom... for Mike9241. May 21, 2025 1:03 AM
- Posted Re: Distribution from Inherited non qualified annuity not being handled correctly by Turbotax Hom... on Get your taxes done using TurboTax. May 21, 2025 12:54 AM
- Posted Re: Distribution from Inherited non qualified annuity not being handled correctly by Turbotax Hom... on Get your taxes done using TurboTax. May 20, 2025 10:13 PM
- Cheered Re: Question about Form 4972, 10-Year Special Averaging For Lump Sum Distribution for BrittanyS. May 20, 2025 9:57 PM
- Cheered Re: Question about Form 4972, 10-Year Special Averaging For Lump Sum Distribution for BrittanyS. May 20, 2025 9:56 PM
- Cheered Re: Question about Form 4972, 10-Year Special Averaging For Lump Sum Distribution for mlpinvestor. May 20, 2025 9:56 PM
- Posted Special averaging method for inherited annuity on Retirement tax questions. May 20, 2025 9:25 PM