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New Member
posted Apr 17, 2023 7:53:27 PM

If neither of my boxes are checked in 2b of my 1099-R, then what do I indicate on the return? It won't let me continue

0 2 223
2 Replies
Employee Tax Expert
Apr 18, 2023 7:53:49 AM

It is common that neither of the boxes in 2b are checked.  It may be something else that is hindering you moving forward.

  • Do you have an entry in Box 1?
  • Do you have an entry in Box 7?
  • Have you completed all of the Payer's information?

Level 15
Apr 18, 2023 10:28:09 AM

In some situations ...with a box TTX is complaining about?

 

Especially for 1099-R forms that are being re-used this year...if the box is not checked on your paper 1099-R form, sometimes you have to "X" and then un"X" it, just to show you've dealt with it.  Then you can move on.

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