@Radar67 wrote:
This March 2022 and TurboTax isn't just still asking about the RMD for non-qualified annuities but REQUIRES a non-zero answer in box 9a even if the original form has zero. Forcing me to put a value here has future consequences written all over it. PLEASE FIX!
Zero is not allowed. The box must be blank.
(Box 9a is only used if the box 1 amount was split between 2 or more payees and tells you what your share is. A "0" (zero) would indicate that the 1099-R is reporting your share of nothing, which would be nonsense.)
Some payers insist on putting zero in the box to indicate that it is not used, when they should leave it blank according to the 1099-R form rules. TurboTax follows the rules and complains if it is zero.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
