turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

TT 2025 Desktop Mac - Form 1099-R validation errorI

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.

Tags (1)
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MonikaK1
Employee Tax Expert

TT 2025 Desktop Mac - Form 1099-R validation errorI

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.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question