Guys, as Annette said, the IRS instructions state clearly that if there is an entry in box 9a, then this must be a total distribution, which would suggest checking off the Total Distribution box in 2...
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Guys, as Annette said, the IRS instructions state clearly that if there is an entry in box 9a, then this must be a total distribution, which would suggest checking off the Total Distribution box in 2b.
That is, TurboTax is working exactly as the IRS instructions say.
Please note this: These instructions for the 1099-R as instructions for the entity that is creating the 1099-R (IRA custodian, pension plan administrator, whatever). These are not instructions for you the taxpayer.
So the error here is that whoever created the 1099-R put a number in 9a and forgot to check off the box in 2b. Don't blame TurboTax, blame whoever created the 1099-R.