JosephS1
Expert Alumni

Retirement tax questions

It is unusual for Box 9a to require an entry.  Generally this is required only when the distribution is split between people.  The link below should assist you in entering the correct number:

 

1099-R Box 9a

 

Form another posting by macuser_22:

Don't enter anything - leave it blank.   zero is not a valid entry.


(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.

 

The foregoing should assist you in finalizing your 1099-R entry.

 

@icowlifter 

 

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