Entering 1099R, neither box in 2b is checked, how do I get past this area?

pfairchild · ‎February 1, 2023

SteamTrain · ‎February 1, 2023

There is an issue for some 1099-R forms that are transferred from last year's tax file (Online software only).

IT might require you to make an entry in every stinking box and checkbox.

For checkboxes that are supposed to be empty (your case) you can "X" them, and then un"X" them to clear the stoppage.

BUT

You will still have a problem with all remaining boxes....so to make things easier.

1) Scroll to the bottom of the page and click on <Back>

2) Then hit the <Continue> button on the prior page to come back to the main form.

That should clear most everything, and you can enterer data ONLY in the boxes needed .

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IF you don't do the above workaround, you are stuck with:

____________

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

MayaD · ‎February 1, 2023

Leave them unchecked If there are unchecked on your 1099-R form. Do you have an amount in box 2a (taxable income)?

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