Form 1099-R

I’m trying to finish my taxes but after I enter the information on the form it gives a error message that something isn’t right, box 2a is empty but then 2b has both boxes checked and I had them keep or take out 10% for taxes when I had to get the distribution so that amount is in box 4 and then box 7 has 1 and box for IRA/SEP/Simple checked so what should I do to finish and submit my taxes or is the form incorrect?

380

Expert Alumni

Mar 4, 2025 10:37:35 AM

Try clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. Also, reboot your computer.

If that doesn't work, delete your 1099-R and re-enter it.

How to delete a 1099-R:

Open TurboTax
Go to Income & Expenses
Select Review/Edit
Go to Form 1009-R
Select Add/Edit
Select the trash can next to the 1099-R that you want to delete

Then add the 1099-R again.

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Form 1099-R