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Level 2
April 15, 2026
Question

Trying to do efile but 1099-R does not show a value other than zero for box 9a. If I attempt to enter a value like 0.01 I get a new error message saying I can't do it

  • April 15, 2026
  • 1 reply
  • 45 views
It seems like this is a bug as I have entered in all the boxes correctly for my 1099-R but it keeps flagging box 9a because there's a 0 in it which matches what the bank sent me. TT s/w bug or era somewhere else in my form?

1 reply

Level 15
April 16, 2026

When the plan administrator put a 0 (zero), they created a 1099-R that didn't make sense. Box 9a is the percentage of the distribution in box 1 that goes to the person who is listed as the Recipient. What doesn't make sense is creating a 1099-R for someone, and then saying that they don't receive anything (zero percent).

 

Normally, the 1099-R reports a distribution for one person, and that person gets all of the distribution. So 100 (percent) would make more sense, but really, you should just delete the zero to blank it out. This was a bug on the part of the administrator who created the 1099-R.

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Level 2
April 17, 2026

Thank you for this information.  It came too late to benefit me sadly. I had also at the same time reached out to my investment advisor at Edward Jones and whom I have yet to hear from.  This forced me to mail both my federal and state returns instead of using e-file.  Not a good customer experience across the board.  Super unhappy that TurboTax has ZERO customer service unless you pay $60.