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Retirement tax questions
Box 9a, percent of total distribution, is generally used when a 1099-R distribution is split between more
than one person. This is unusual, and if it was empty on the form you received you can leave it blank in TurboTax.
Option 1. You should leave box 9a blank in TurboTax if that section is blank/missing on your 1099-R. Click in the box and hit the backspace/delete buttons several times (or hold them down) to make sure the box is really empty.
Option 2. If you are unable to leave the space empty
(if you receive an error message), then you will need to delete and
manually re-enter the form. Here are the steps to do that:
- While logged into your tax return, use the search box to search for "1099-r" (without the quotation marks)
- Click on "Jump to 1099-R" if it appears.
- If you have already entered a 1099-R you will come to a summary
screen. Click "delete" next to the 1099-R you wish to delete. Confirm
that "yes," you want to delete.
- You will be taken back to the 1099-R summary screen. Select "Add a 1099-R" and then "I'll type it in myself"
- Enter the information and leave box 9a blank when you get to that part.
‎June 3, 2019
11:51 AM