Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Feb 15, 2023 4:52:39 PM

I have a 1099-R with a value of "0 %" in box 9a: "Your percentage of total distribution". TurboTax says the minimum value is 0.01. How should I enter this form?

Or is it not required to enter it? It's a direct rollover (distribution code G in box 7) with no taxable amount.

0 5 2090
1 Best answer
Expert Alumni
Feb 15, 2023 5:04:15 PM

The entry in box 9(a) is supposed to show your percentage of the distribution entered in box 1. If you did not share the distribution with anyone, you should leave the entry blank. Otherwise, you would enter the percentage of the distribution that you received.

5 Replies
Level 15
Feb 15, 2023 5:03:37 PM

You do not have to enter the percentage. Just leave box 9a empty in TurboTax.

 

Expert Alumni
Feb 15, 2023 5:04:15 PM

The entry in box 9(a) is supposed to show your percentage of the distribution entered in box 1. If you did not share the distribution with anyone, you should leave the entry blank. Otherwise, you would enter the percentage of the distribution that you received.

New Member
Feb 9, 2024 12:35:57 PM

I haven't entered anything in box 9a on Turbotax, as advised, but Turbotax continues to tell me I must enter a number in this box when it looks for things to be corrected.  My 1099-R leaves this box empty.  Is it OK to go ahead and file, even when TurboTax tells me to fill in that blank?

Level 15
Feb 9, 2024 12:38:25 PM

@gordoapn You should delete the Form 1099-R and re-enter the form manually.  The error should be eliminated when the form is re-entered.

Level 2
Feb 20, 2024 9:53:43 PM

I just want to add some context here on this topic.  I also got the same error reported above.  I imported this data from my "institution".  The resultant TT 1099-R data shows 0 percent in the "percentage of total distribution" field.  The "Institutions" raw 1099R form shows this field as blank (but does show a %?).  After deleting the form and reentering manually as recommended above this field became blank vs "0".  My TT error check completed without error.  Not sure who's program is causing the error, maybe just blanking the 0 in the form will fix without having to delete and enter manually.  Love the TT product....