qbteachmt
Level 15

@jonicap 

"This issue is not resolved."

This wasn't your topic, so it's hard to know if this got resolved or not. You really should start your own new topic and ask the question that has your details, when you see a topic like this that is from tax year 2020. If nothing else, the regulations change often.

"This needs to be fixed immediately so that it computes the correct taxable amount."

Did you read this entire topic and scroll to the Rollover section so that you marked how much is Rollover? Does this really qualify as a Rollover? What sort of account/plan is it from and to?

I found this on the internet for you:

"D is the new 'nonqualified annuity distribution code'. The taxable amount of the distribution should still be indicated in Box 2a based on the differing rules depending on when the annuity was purchased."

https://ttlc.intuit.com/community/retirement/discussion/on-form-1099-r-box-7-is-marked-7d-how-does-t...

Which means you might have some research to do.

 

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