MonikaK1
Employee Tax Expert

[Event] MetLife & TurboTax Present: The Ask Us Anything Forum

The instructions  at the question mark next to box 9a (in Mac version) indicate that it is only used if the box 1 amount on the 1099-R was split between two or more people. You would add the percentage of the retirement distribution for the person on this form in this box, if applicable.

 

The box should be left blank if the person on the 1099-R has 100% of the distribution. You don't need to fill out this box for any IRA distributions or for a direct rollover.

 

Sometimes, when this info is imported form a financial institution, a percentage value gets auto-filled into the filed. You should delete this and leave the field blank if the person on the 1099-R has 100% of the retirement distribution.

 

So, if 100% of the distribution is yours, leave 9a blank regardless of what shows on Form 1099-R.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"