dmertz
Level 15

Retirement tax questions

I'm not aware of any circumstances where TurboTax requires an entry in box 9a.  As far as I know, box 9a on TurboTax's 1099-R form can always be left blank.  Box 9a is informational only, for use when the distribution reported on the Form 1099-R is one of several made to multiple beneficiaries of a decedent.  I suggest deleting and reentering the Form 1099-R.