I took a lump sum distribution and it showed up on my 1099-form.I am prompted to fill out form tc-40a. I try to enter the lump sum amount, and it tells me it should be 0

[lonbenjamin]

Turbo tax is prompting me to fill out the amount for my lump sum on the tc-40 form.  Then, when I do, I am prompted that the amount should be 0.  Which is it.  Both seem to be an error with Turbotax.  I am told I can't efile unless it is corrected.

[kracoer]

Lonbenjamin - If I remember correctly, that form is for adjustments on Utah state tax returns. It is an add-back of lump sum distributions to the federal AGI when a retirement 1099R amount is excluded from regular income because of favorable tax rates on IRS Form 4972. You would add the excluded portion back via TC-40A; if you did not have an exclusion (e.g. did not qualify for lump sum favorable treatment due to age, status, other limits), the program may be suggesting 0-zero as acceptable entry since there was no Form 4972 (or no excludible part of 4972 applies). Every state treats lump sum distributions uniquely, so may need to double-check type codes, overrides, etc on your federal 1099R screens. Good Luck!