CalebB
New Member

Retirement tax questions

Hi jsudberg01 - It sounds like an entry was made in box 9a on form 1099-R. You should return to that screen and remove the entry if it is not on the form 1099-R you received. To do so:

  1. Click Tax Tools on the left hand side, then click Tools below it.
  2. On the Tools Center popup, click the Topic Search button
  3. Type "1099-R" in the box, then select 1099-r in the list and click GO
  4. On the Your 1099-R Entries screen, click Edit next to the 1099-R that has the problem (or if you have more than one, and are not sure which one has the problem, go through each one to find it).
  5. Remove the entry from Box 9a.