in [Event] MetLife & TurboTax Present: The Ask Us Anything Forum
Form 1099-R box 9a - Total Distribution does not validate with my percentage as 100%, same issue if I use the interview or directly enter in the form itself.
I am on Turbo Tax 2025 for the Mac. I have a share code for my file if the agent needs it but it's trivial to reproduce. In the forms view you will see the value in red with a yellow background.
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The instructions at the question mark next to box 9a (in Mac version) indicate that it is only used if the box 1 amount on the 1099-R was split between two or more people. You would add the percentage of the retirement distribution for the person on this form in this box, if applicable.
The box should be left blank if the person on the 1099-R has 100% of the distribution. You don't need to fill out this box for any IRA distributions or for a direct rollover.
Sometimes, when this info is imported form a financial institution, a percentage value gets auto-filled into the filed. You should delete this and leave the field blank if the person on the 1099-R has 100% of the retirement distribution.
So, if 100% of the distribution is yours, leave 9a blank regardless of what shows on Form 1099-R.
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