TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 1

Solved

Total employee contributions box 9b on 1099r

Forum|Forum|7 years ago
June 4, 2019
2 replies
19 views

I took an early distribution from a 401K, the 1099-R form has 0.00 in boxes 9a and 9b.
Am I not allowed to deduct my contributions that were made prior to 2016?

TurboTax Deluxe Online

Best answer by

As 401k contributions are pre-tax, deductions on the distributions are not deductible. 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.

A

Anonymous

Answer

As 401k contributions are pre-tax, deductions on the distributions are not deductible. 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.

Level 2

What about "Simplified Method line 3 value", that TT keeps wanting a value for. Read elsewhere it was in 9b, but 9b is blank. Can't file without this filled in.