JamesG1
Expert Alumni

Retirement tax questions

Rather than enter zero, are you able to delete the entry (the delete key on the keyboard) and pass Review?

 

Instructions for IRS form 1099-R, page 15, states:

 

Box 9a

 

Your Percentage of Total Distribution 

 

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.

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