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New Member
posted Feb 10, 2023 8:51:46 PM

Box 9a on my 1099R is blank but TurboTax requires a minimum of 0.01. Is it no big deal if I enter .01 even though it is blank?

0 8 6065
8 Replies
Expert Alumni
Feb 11, 2023 7:46:35 AM

It is unusual for Box 9a to require an entry.  Generally this is required only when the distribution is split between people.  The link below should assist you in entering the correct number:

 

1099-R Box 9a

 

Form another posting by macuser_22:

Don't enter anything - leave it blank.   zero is not a valid entry.


(Box 9a is only used if the box 1 amount was split between 2 or more payees and tells you what your share is. A "0" (zero) would indicate that the 1099-R is reporting your share of nothing, which would be nonsense.)

Some payers insist on putting zero in the box to indicate that it is not used, when they should leave it blank according to the 1099-R form rules. TurboTax follows the rules and complains if it is zero.

 

The foregoing should assist you in finalizing your 1099-R entry.

 

@icowlifter 

 

Level 1
Feb 26, 2023 7:55:45 PM

The problem is turbotax won't let me leave it blank.  It's red and won't let me continue unless I put "at least 0.01".

 

Expert Alumni
Feb 27, 2023 3:51:38 PM

Try deleting the Form 1099-R and reentering it.  I have seen this help before.

 

Click here for information on deleting your Form 1099-R in TurboTax.

 

Click here for where to enter your Form 1099-R.

 

If this does not help please feel free to come back to TurboTax Community and let us know.

Level 1
Mar 16, 2023 10:44:07 PM

This fixed my issue! Thanks!

New Member
Apr 10, 2023 1:50:59 PM

Hi,

 

I'm having the same problem and I need additional assistance. I tried deleting and re-adding the problematic 1099-R forms but that didn't resolve the issue. I have two 1099R forms from the same retirement plan.  I moved to a different state last year so I have one 1099R for each state.  I called the firm and they insisted that 9a should be blank. Turboxtax is converting their blank into 0.00. I'm running the Turbotax home and business app on a Mac. Thanks in advance for your help.

Expert Alumni
Apr 10, 2023 2:30:38 PM

just report one 1099R from both 1099R's. The only information that will be different will be the state information in Boxes 14-16, which need to be reported separately.  There will be extra boxes for reporting the two states. 

 

Box 9A should be blank. I am not sure why it is defaulting to 0.00. Try consolidating the 1099R into one form and see if this clears the error.

 

@cognito58 

 

 

 

New Member
Apr 10, 2023 3:14:36 PM

Thanks for your help! I was able to backspace out the 0.00 number that showed up in box 9A after the import. The software then allowed me to file.

Returning Member
Feb 24, 2024 1:47:56 PM

Had the same problem and worked for me