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New Member
posted Mar 3, 2024 10:34:40 AM

% on Line 9a - 1099R - inherited Roth

The turbo tax help says to enter zero, as was imported from the financial institution.  This however results in an error during return error checking as a value out-of-range or a not allowed value.  How do I get past this error. 

 

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1 Replies
Expert Alumni
Mar 4, 2024 10:14:36 AM

Try leaving the TurboTax 1099-R, 9a entry blank, rather than entering a zero.

 

If this doesn't resolve the issue, try deleting the import and re-entering the 1099-R manually.

 

If the amount in Box 1 was distributed to more than one person, the % distributed to the person shown on the 1099-R is shown in Box 9a.

 

@wizos2