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How do I have to answer boxes 2b 3 6 8 9a if the boxes are empty on my 1099R form?

TurboTax won't let me continue without answering their boxes and the boxes are blank on my form?
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2 Replies
JulieS
Expert Alumni

How do I have to answer boxes 2b 3 6 8 9a if the boxes are empty on my 1099R form?

If those boxes are blank on your 1099-R, leave them blank in TurboTax. Not 0, but blank. These boxes are blank on most 1099-R forms. 

 

If you have boxes appearing in red and can't continue, try tabbing through them to clear the errors. 

 

If you need more help with this, please respond back with more details about what is happening when you complete this screen.

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How do I have to answer boxes 2b 3 6 8 9a if the boxes are empty on my 1099R form?

@barrykrohn 

 

IF you are using "Online" turbotax

and 

IF you used that 1099-R form last year, and it transferred over to this year's software.

Then

Yes, you get a ridiculous page requiring entries in each and every $ box and each and every checkbox.'

(See below)

_____________________

The easiest solution, is to:

1) scroll to the bottom of the page and click <Back>.

2) Then on the prior page, hit <Continue> 

...and this time, all the boxes will be available....but won't require an entry in every dang one...only the ones you need.

______________________

IF you don't do that, you get the pages below, where you are required to mess with EVERY box and checkbox:

_________

 

Online_1099R_FormErrs_2.png

___________

Online_1099R_FormErrs_3.png

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

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