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Level 2
posted Feb 11, 2026 7:15:39 AM

1099-R Distribution Percentage. Smart Check Error

 

I received a 1099-R for a lump sum distribution from a passed relative's 403b plan.   I was one of 8 beneficiaries.  The 1099 has 12% in box 9a and the Total Distribution box is unchecked   Smart Check reports an error saying that box 9a cannot have a value in it, if the Total Distribution box is unchecked.   How should I fix this?

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1 Replies
Employee Tax Expert
Feb 11, 2026 11:20:58 AM

According to the IRS Instructions (for the preparer) of Form 1099-A:

If this is a total distribution and it is made to more than one person, enter the percentage received by the person whose name appears on Form 1099-R. You need not complete this box for any IRA distributions or for a direct rollover.

If your distribution was part of a total distribution from the 403(b) plan (as opposed to an IRA Rollover account from a 403(b) ) the I would check the Total Distribution box.  If it was not a total distribution or it came from an IRA then leave box 9a blank.