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New Member
posted Mar 8, 2021 10:57:46 AM

Box 2a on 1099R is not checked and as a result TurboTax is preventing me from e-filing. How can I resolve this?

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1 Replies
Level 15
Mar 8, 2021 1:44:46 PM

Box 2a is not a check off box.  Rather, it should be blank, say unknown, or contain a dollar amount.

If blank or unknown, leave it empty (do not enter a zero).

 

If you mean Box 2b, don't check off the boxes there unless they are checked on the 1099-R itself.

2020 Form 1099-R (irs.gov)