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amarau00
New Member

Turbo Tax requires Box 7 - Distribution Code for 1099-R form information input, yet my personal 1099-R does not have anything for Box 7. What do I do?

 
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Karis_F
Expert Alumni

Turbo Tax requires Box 7 - Distribution Code for 1099-R form information input, yet my personal 1099-R does not have anything for Box 7. What do I do?

When you add your US Railroad Retirement Board Form RRB 1099-R, make sure to check the box that this is a RRB 1099-R instead of a regular 1099-R when you enter the form in TurboTax.

 

By selecting RRB 1099-R, the correct form will be presented, which does not include a Box 7.

 

To get to the RRB 1099-R entry screen, follow this path:

 

TurboTax Online: Wages & Income>IRA, 401(k), Pension Plan Withdrawals (1099-R)>Add/Edit

 

TurboTax Desktop: Income>Retirement Plans and Social Security>IRA, 401(k), Pension Plan Withdrawals (1099-R)>Start/Update

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4 Replies
DawnC
Expert Alumni

Turbo Tax requires Box 7 - Distribution Code for 1099-R form information input, yet my personal 1099-R does not have anything for Box 7. What do I do?

If Box 7 on your 1099-R is empty, you will need to contact the issuer and get a corrected copy.   Are you sure there is nothing in box 7 on your Form 1099-R?  Is it for 2024?      The number 7 is a valid code, so you may see a seven to represent the box number and also 7 could be the code.   Code 7 is a normal distribution.  

 

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Turbo Tax requires Box 7 - Distribution Code for 1099-R form information input, yet my personal 1099-R does not have anything for Box 7. What do I do?

Could it be a 7 the same as the box number?  7 is the most common code.  

MNLinda
New Member

Turbo Tax requires Box 7 - Distribution Code for 1099-R form information input, yet my personal 1099-R does not have anything for Box 7. What do I do?

If the 1099-R is from the Railroad Retirement Board, there is no box 7. The form goes directly from box 6 to box 8.

Karis_F
Expert Alumni

Turbo Tax requires Box 7 - Distribution Code for 1099-R form information input, yet my personal 1099-R does not have anything for Box 7. What do I do?

When you add your US Railroad Retirement Board Form RRB 1099-R, make sure to check the box that this is a RRB 1099-R instead of a regular 1099-R when you enter the form in TurboTax.

 

By selecting RRB 1099-R, the correct form will be presented, which does not include a Box 7.

 

To get to the RRB 1099-R entry screen, follow this path:

 

TurboTax Online: Wages & Income>IRA, 401(k), Pension Plan Withdrawals (1099-R)>Add/Edit

 

TurboTax Desktop: Income>Retirement Plans and Social Security>IRA, 401(k), Pension Plan Withdrawals (1099-R)>Start/Update

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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