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Level 2
April 2, 2024
Question

Form 1099-R: Why does TurboTax require a positive value from box 9a?

TurboTax isn't letting me proceed without entering a minimum value of 0.01 from box 9a (Your percentage of total distribution). However, I'm the only beneficiary so this shouldn't apply at all, right? I imported the 1099-R from my financial institution rather than entered in the data manually. Do I have to enter the data manually to fix this? Looks like a bug in TurboTax.

4 replies

dnibbyAuthor
Level 2
April 2, 2024

I can't seem to edit my original question so here's some additional info.

* This distribution is from a 457b plan
* Box 7 has a distribution code of 2

dnibbyAuthor
Level 2
April 2, 2024

On further review, TurboTax asked me if the distribution was from a Roth. It wasn't. So this may have self-cleared.

dnibbyAuthor
Level 2
April 2, 2024

Nope, still getting the same error. What does it want, 100%? Even though my Form 1099-R box 9a is empty?!?