turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

kracu18
New Member

1099-R Distribution code (box 7) H with IRA/SEP/SIMPLE unchecked

I have form 1099-R from my financial institute where I rolled over my Roth 401k to Roth IRA as it is. When I filed my tax it is checking the 4c as rollover with no amount on 4a and adding amount to 5a without checking any option to 5c as result my return was rejected by IRS with reason code : "F1040-478 - If Form 1040, 'IRADistributionRolloverInd', 'IRADistributionQCDInd' or 'IRADistributionOtherInd' is checked, then 'IRADistributionsAmt' or 'TaxableIRAAmt' must have a non-zero value."

 

I tried to delete and add the from multiple times but still seeing the same on the final review page. How do i procesed from here ?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

8 Replies

1099-R Distribution code (box 7) H with IRA/SEP/SIMPLE unchecked

That is very weird.  Haven't seen anyone report that yet.  I would try deleting the 1099R and enter it again MANUALLY, especially if you imported it.   Oh you said you tried that.

 

How to contact Turbo Tax
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991

 

 

ThomasM125
Employee Tax Expert

1099-R Distribution code (box 7) H with IRA/SEP/SIMPLE unchecked

[Edited 3/9/26 at 11:18 AM PST]

@kracu18

 

 

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

1099-R Distribution code (box 7) H with IRA/SEP/SIMPLE unchecked

I have the exact the same problem in TurboTax Premier desktop version with the most current updates. Didn’t catch it until IRS rejected my return. Tried deleting, entering again, etc. Every option fails. Trying to reach support now. 

zaolson
New Member

1099-R Distribution code (box 7) H with IRA/SEP/SIMPLE unchecked

I am having the same issue. I had a 401(k) Roth rollover to a Roth IRA (distribution code H). Box 4c was checked as "Rollever" but the gross distribution amount was being put into Box 5a (not 5a). Hence, there was a mismatch between rows 4 and 5. My return was rejected saying:

 

Description of error:
If Form 1040, 'IRADistributionRolloverInd', 'IRADistributionQCDInd' or 'IRADistributionOtherInd' is checked, then 'IRADistributionsAmt' or 'TaxableIRAAmt' must have a non-zero value.
What needs to be done:
This return cannot be filed at this time due to a processing error that will be corrected on March 13, 2026. On or after this date, open the rejected return, review it for errors, and resubmit the return for electronic filing.
eyevik
New Member

1099-R Distribution code (box 7) H with IRA/SEP/SIMPLE unchecked

Im having the exact same problem, Cant get a hold of anyone to help

 

EBorn
New Member

1099-R Distribution code (box 7) H with IRA/SEP/SIMPLE unchecked

Just got off the phone with the live tech support. The agent told me they are aware of the problem and working on the fix. ETA to deploy 3/13

e2happy
New Member

1099-R Distribution code (box 7) H with IRA/SEP/SIMPLE unchecked

I have same issue.  

e2happy
New Member

1099-R Distribution code (box 7) H with IRA/SEP/SIMPLE unchecked

Just talked to Turbo tax help desk.  Was told it is a software issue and will be fixed by March 13th.  Refile after that date.  Thanks.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question