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When the plan administrator put a 0 (zero), they created a 1099-R that didn't make sense. Box 9a is the percentage of the distribution in box 1 that goes to the person who is listed as the Recipient. What doesn't make sense is creating a 1099-R for someone, and then saying that they don't receive anything (zero percent).
Normally, the 1099-R reports a distribution for one person, and that person gets all of the distribution. So 100 (percent) would make more sense, but really, you should just delete the zero to blank it out. This was a bug on the part of the administrator who created the 1099-R.
Thank you for this information. It came too late to benefit me sadly. I had also at the same time reached out to my investment advisor at Edward Jones and whom I have yet to hear from. This forced me to mail both my federal and state returns instead of using e-file. Not a good customer experience across the board. Super unhappy that TurboTax has ZERO customer service unless you pay $60.
FYI - Edward Jones finally got back to me and stated it was a known Turbo Tax bug.
Your response makes sense but the practical reality is TT and EJ are pointing the finger at each other for who is to blame which meant I couldn't do efile as TT stopped from filing electronically with those errors. I played around with other values and then got different error messages so I adhere to the belief there were issues on both sides.
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