I receive a CSA 1099R. On it, there is a Box 7. (Distribution Code(s)) where it says "2 - NONDISABILITY".TurboTax wants info for a box 7a AND a box 7b. What do I do?

[tapscherer]

Is it necessary for me to make entries for TurboTax's Box 7a AND Box 7b. Since my form CSA 1099R only has a Box 7 - not divided into a and b - what do I enter and where do I enter it? 

[DanielV01 · Accepted solution]

Leave 7b blank.  Some reporting agencies put a qualifying explanation with a second code in box 7b when box 7(a) code is 2.  This is because a box 2 code is that you don't have a penalty for the early distribution, but that box doesn't say why.  Box 7b does give the explanation with a code.  But it is not required for the issuing agency to put this information.  Thus, if you do not have a box 7b, leave that box blank on the TurboTax screen.

[bobruyle]

Referring back to this question: you still did not answer what goes in box 7a when the code given is 2-NONDISABILITY and turbo tax gives an automatic entry of 2-EARLY DISTRIBUTION (Except Roth) no known exception... do I go ahead and use Turbo Taxes 2-EARLY DISTRIBUTION or do I enter some other number that is more relevant since these two do not seem to match (in my opinion)

[Ghcates]

Does anybody have an answer to this question??

[DoninGA]

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@Ghcates wrote:

Does anybody have an answer to this question??

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It was answered correctly.  You only enter a 2 in box 7a and leave box 7b blank (empty)

[Ghcates]

My form has 7-Nondisability in Box 7a on CSA Form 1099-R, but there is no selection for that when filling out the Turbo Tax online form. What selection do I choose as there is nothing that shows Non-disability.

[Ghcates]

But selection 2 says "Early Distribution (Except Roth IRA) Is that the same thing as Non-Disability??

[DoninGA]

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@Ghcates wrote:

My form has 7-Nondisability in Box 7a on CSA Form 1099-R, but there is no selection for that when filling out the Turbo Tax online form. What selection do I choose as there is nothing that shows Non-disability.

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Nondisablity is just written on the form to by the agency providing the 1099-R. 

There is no code on a 1099-R for nondisabiltiy. 

You only enter the code in box 7a as is shown on your form.   If the code is a 7 with the words Nondisabilty enter a 7 in box 7a.  If the code is a 2 with the words Nondisabilty enter a 2 in box 7a.

[PAULANDJOYMOBLEYD0]

My form CSA 1099R Box 7 has NONDISABILITY LISTED, BUT YOUR OPTIONS TO FILL IT DO NOT LIST THAT OPTION.

[PAULANDJOYMOBLEYD0]

This is not appropriate/applicable to mu question!

[DoninGA]

There is not a code for nondisability because that code does not exist.

Is there a number shown to the left of the words NONDISABILITY?

[PAULANDJOYMOBLEYD0]

But Turbotax kicks a blank out, and will not let me proceed. I did not have this problem in past years. Who can fix this problem?

[PAULANDJOYMOBLEYD0]

This is also the same impass/problem that I have.

[DoninGA]

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@PAULANDJOYMOBLEYD0 wrote:

This is also the same impass/problem that I have.

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Again -

There is not a code for nondisability because that code does not exist.

Is there a number shown to the left of the words NONDISABILITY?

[dmertz]

There is a code (1, 2 or 7) that precedes the word NONDISIBILITY.  That's the code you are to select in TurboTax.