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Anonymous
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My 1099R does not have anything checked in bpx 2b. Why won't Turbo Tax let me proceed?

My 1099R does not have anything checked in box 2b. Turbo Tax will not let me move on.
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2 Replies
DanaB27
Expert Alumni

My 1099R does not have anything checked in bpx 2b. Why won't Turbo Tax let me proceed?

Yes, you need to enter Form 1099-R as shown on your Form 1099-R. But please try to check and uncheck the boxes in 2b to see if you can proceed. 

 

For your information: 

If the first box in 2b "Taxable amount not determined" is checked, the payer was unable to determine the taxable amount and box 2a should be blank, except for an IRA. TurboTax will ask follow-up questions to determine the taxable amount. 

If the second box in 2b "Total distribution" is checked, the distribution was a total distribution that closed out your account.

 

[Edited 2/7/2023 | 6:29 am PST]

 

@Anonymous

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My 1099R does not have anything checked in bpx 2b. Why won't Turbo Tax let me proceed?

If the 1099-R form transferred in from last year...and if the box is supposed to be unchecked....you might have to "X" and then un"X" the box before it will let you move on.  Similar in a couple other checkboxes.

 

The following may show up if it was a form transferred from last year (Online software only):

______________________

 

Online_1099R_FormErrs_2.png

____________________

 

Online_1099R_FormErrs_3.png

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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