I have 2 distribution forms from my NYSTRS. both are1099-R. different distribution code & need to be checked. the member code is 8 but the RET one is 7

[KATI16]

Turbo tax is telling me that Box 7b ditribution code "7" is not appropriate based on the other code "8" entered in box 7a. please correct or remove the code

[VolvoGirl]

Are you entering each 1099R separately?  You have to.  After you enter one 1099R keep going through the followup questions several pages to the end before entering the other 1099R.   @dmertz  

[KATI16]

I will have to look.  One 1099-R is from MEM and the other 1099-R is from RET. 

I went to the end of filing and was doing the review page before submitting my return. It was flagged by Turbo Tax. 

Thanks 

[dmertz]

I agree with VolvoGirl that it seems that the code 8 and the code 7 are associated with two different distributions.  The distribution being reported with code 8 would be associated with a return of excess contribution and the distribution being reported with code 7 would be an ordinary distribution.

[KATI16]

Thanks , I know what they are for I just dont understand why turubotax is asking me to look to check the distribution codes. 

it is saying that the codes dont match ?

"form 1099R ,box 7b distribution code "7"  is not appropriate based on the other code "8" entered in box 7a. please correct or remove this code,

I entered as 2 seperate distributions with the correct codes that were given to me on the form

[MarilynG1]

If you have two 1099-R's with the same Payor ID, Name, etc. somehow they are coming through the program as one distribution with two codes in Box 7, causing you to get an error. 

I would advise deleting both 1099-R's, and re-entering them manually, possibly changing the Payor Name entry a bit if they are exactly the same. 

Because of the different codes on each 1099-R, you will answer the follow-up questions differently for each form. 

If you're in TurboTax Online, after deleting the 1099-R's, close the program, clear your Cache and Cookies, and return to re-enter them.

If this doesn't resolve the issue, you can Contact TurboTax Support for more help. 

@KATI16

[dmertz]

Somehow you've entered both codes on a single 1099-R form in TurboTax.  Delete that 1099-R from TurboTax, then enter each Form 1099-R separately, one with the single code 7 and another with the single code 8.