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Box 2b Total Distribution is not checked, and Box 9a is 100%. TT won't accept this combination. Is this a TT error?

 
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AnnetteB6
Employee Tax Expert

Box 2b Total Distribution is not checked, and Box 9a is 100%. TT won't accept this combination. Is this a TT error?

No, it is not a TurboTax error.  The IRS Instructions for Form 1099-R state that for box 9a:

Box 9a. Your Percentage of Total Distribution If this is a total distribution and it is made to more than one person, enter the percentage received by the person whose name appears on Form 1099-R. You need not complete this box for any IRA distributions or for a direct rollover. 

So, the expectation would be that if box 9a has a value, then the distribution is a total distribution.

 

To work around the error message, since the recipient received all of the distribution (100%), remove the number reported in box 9a when you enter the Form 1099-R.

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