@Devine1 wrote:
I have an IRA rollover with G in box 7, but Turbotax makes me enter non-zero value in box 9a, making it look like I withdrew the money, therefore, the money is taxable. Is this a bug in the software or did I enter something to trigger this? I am using Turbotax Premiere 2019.
Zero is not allowed. The box must be blank.
(Box 9a is only used if the box 1 amount was split between 2 or more payees and tells you what your share is. A "0" (zero) would indicate that the 1099-R is reporting your share of nothing, which would be nonsense.)
Some payers insist on putting zero in the box to indicate that it is not used, when they should leave it blank according to the 1099-R form rules. TurboTax follows the rules and complains if it is zero.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
