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gubenuj
New Member

I have 2 1099 R forms. For box 9A on 1 of the forms, do I need to put 100% or the percentage relative to the percentage of both forms together

Define percent required in box 9A
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TomK2023
Expert Alumni
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I have 2 1099 R forms. For box 9A on 1 of the forms, do I need to put 100% or the percentage relative to the percentage of both forms together

On your 1099-R, Box 9a (Percentage of Total Distribution) indicates that a retirement distribution is split among multiple people (e.g., death or a divorce).

 

If you are the only recipient, than the value is 100%.  If there are two beneficiaries receiving an equal split, the value would be 50%.
 

When the program asks for the information in Box 9a, it is asking only about the current 1099-R you are looking at; you should not calculate a percentage based on the sum of both forms.

 

On Form #1, if it says 100% (or is blank), enter 100 for that entry.
 

On Form #2, enter whatever is written there (probably 100 again).

 

If the program asks for an entry (even if it is blank), you can enter 100 (a blank box usually signals that you were the sole recipient of that specific distribution.).

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1 Reply
TomK2023
Expert Alumni
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I have 2 1099 R forms. For box 9A on 1 of the forms, do I need to put 100% or the percentage relative to the percentage of both forms together

On your 1099-R, Box 9a (Percentage of Total Distribution) indicates that a retirement distribution is split among multiple people (e.g., death or a divorce).

 

If you are the only recipient, than the value is 100%.  If there are two beneficiaries receiving an equal split, the value would be 50%.
 

When the program asks for the information in Box 9a, it is asking only about the current 1099-R you are looking at; you should not calculate a percentage based on the sum of both forms.

 

On Form #1, if it says 100% (or is blank), enter 100 for that entry.
 

On Form #2, enter whatever is written there (probably 100 again).

 

If the program asks for an entry (even if it is blank), you can enter 100 (a blank box usually signals that you were the sole recipient of that specific distribution.).

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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