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1099-r Box 9a

Looped in on review stage for federal tax. My 1099-r shows 100 in box 9a and error message states that it should not be entered unless total distribution is checked.  Which this is not a total distribution.  How do i proceed.  I have entered my 1099r just as is on paper. thx

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1 Reply
TomK2023
Employee Tax Expert

1099-r Box 9a

According to IRS instructions, Box 9a (Your Percentage of Total Distribution) is typically only used when a distribution is split among multiple people.

 

Some financial institutions automatically print "100.00" in Box 9a as a default setting.  However, for a standard partial distribution to a single person, the IRS expects that box to be empty.

 

Since you said this is not a total distribution (and assuming you are the sole recipient), the "100" in Box 9a is not needed.

 

  1. Open or continue your return.
  2. Return to your 1099-R entry screen.
  3. Locate Box 9a, and Delete the "100" (leave the box completely blank).
  4. Run the "Review" again (this should clear the error without changing your tax liability or raising any red flags with the IRS).

If the steps above don't work, you can also try: 1). deleting the 1099-R entirely from the Summary page.  2).  Re-add it manually (do not use Import).  3). When you get to Box 9a, leave it blank.

 

Please let us know if this doesn't work, and we can explore other options.

 

[Updated 3/25/26 | 10:33AM PST]

@user17744575895 

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