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Retirement tax questions
if you do not have information related to box 9a or 9b on your Form 1099-R, then just make sure to leave this information blank (no amount and no $0) and this should get rid of the error and allow you to efile.
If you are still getting an error message, then delete the Form 1099-R and re-enter the information without putting any $0 amounts in boxes that are meant to be blank.
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‎February 1, 2024
7:34 AM