MayaD
Expert Alumni

Retirement tax questions

Generally this is required only when the distribution is split between people.

Per IRS: If this is a total distribution and it is made to more than one person, enter the percentage received by the person whose name appears on Form 1099-R. You need not complete this box for any IRA distributions or for a direct rollover.

 

Try to delete form 1099-R and enter it again. 

How do I delete a 1099-R?

Where do I enter my 1099-R?

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