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

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

1099-R

On my 1099-R form Box 7 is distribution code 7, IRA/Simple box is marked "X".  Turbo Tax will not let me e-file my Fed and/or State Returns because it is calling for Box 9A to have a number.  This is my third distribution in the last three years.  Neither of the previous 1099-R forms had Box 9a filled in with a number.  I have rechecked my returns and everything seems to be correct.  What am I missing or have filled in wrong?

Please HELP!!

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.

2 Replies
dmertz
Level 15

1099-R

Box 9a does not apply to a Form 1099-R with code 7 in box 7 and the IRA/SEP/SIMPLE box marked.  Leave box 9a blank even if the payer put a zero in this box.

 

If box 9a already appears to be blank, delete this 1099-R form and reenter it manually.

1099-R

Thank you.  Will enter 1099-R manually and try again.  

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