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Level 2

Question

1099-R

Forum|Forum|5 years ago
February 16, 2021
1 reply
0 views

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!!

Level 15

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.

Level 2

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