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Level 2
posted Feb 20, 2023 7:11:55 PM

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
Level 15
Feb 20, 2023 7:32:11 PM

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.

 

Level 15
Feb 21, 2023 4:42:53 AM

[Deleted]

Level 15
Feb 21, 2023 5:54:45 AM

@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.

_________