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Box 2B, total distribution, Box 7, IRA/SIMPLE/SEP are not checked on my 1099R so I didn't check them on TurboTax. System won't let me move forward.

 
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3 Replies
rjs
Level 15
Level 15

Box 2B, total distribution, Box 7, IRA/SIMPLE/SEP are not checked on my 1099R so I didn't check them on TurboTax. System won't let me move forward.

What exactly do you mean by the system not letting you move forward? What happens when you click Continue on the screen where you enter the 1099-R information? If you get an error message, what is the complete exact message, word for word? What makes you think that the total distribution box or the IRA/SEP/SIMPLE box is causing the problem? For income from a pension, those two boxes would normally not be checked.

 

dmertz
Level 15

Box 2B, total distribution, Box 7, IRA/SIMPLE/SEP are not checked on my 1099R so I didn't check them on TurboTax. System won't let me move forward.

[Deleted]

Box 2B, total distribution, Box 7, IRA/SIMPLE/SEP are not checked on my 1099R so I didn't check them on TurboTax. System won't let me move forward.

@bjwil   

If the 1099-R form carried over from one you entered last year (in the "Online" software)?

 

You may need to "X" and then un-"X" each checkbox to move on  (when they are not supposed to be checked).

__________

TTX has an  annoying behavior for carried-over re-used 1099-R forms.

_________

Online_1099R_FormErrs_2.png

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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