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khulet
New Member

TurboTax is asking and I can't go forward for a value in Box 9a. My 1099-R does not have any box 9a, it stops at Box 8

actually Box 7 then Box 14 and 15. There is nothing between Box 7 and Box 14
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4 Replies
JamesG1
Expert Alumni

TurboTax is asking and I can't go forward for a value in Box 9a. My 1099-R does not have any box 9a, it stops at Box 8

If two people receive a distribution, each getting half, IRS form 1099-R box 9a would report 50%.  An example would be two siblings who receive a distribution from their parent's estate.

 

What is the nature of the distribution?  Is the information available to compute this percentage?

 

IRS Instructions for Forms 1099-R page 14 states:

 

Box 9a  Your Percentage of Total Distribution 

 

If this is a total distribution and it is made to more than one person, enter the percentage received by the person whose name appears on Form 1099-R. You need not complete this box for any IRA distributions or for a direct rollover.

 

@khulet 

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TurboTax is asking and I can't go forward for a value in Box 9a. My 1099-R does not have any box 9a, it stops at Box 8

@khulet 

 

SO in the software form, you leave those unlisted boxes (Between 7 and 14) blank.

 

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

TurboTax is asking and I can't go forward for a value in Box 9a. My 1099-R does not have any box 9a, it stops at Box 8

Box 9a - Your percentage of total distribution
Minimum value is 0.01
 
I CANNOT progress from here. There is NO BOX 9a on my 1099-R. It seems crazy to enter something when there is no Box 9a
 
 
ThomasM125
Expert Alumni

TurboTax is asking and I can't go forward for a value in Box 9a. My 1099-R does not have any box 9a, it stops at Box 8

You would enter "100" for 100% if you were the only recipient of the distribution.

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