TurboTax Not accepting 1099R

8 replies
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!099R has $0 for 1,2a, and 14. It has a value for box 5. When entering in exactly as match, Turbotax mentions State and Local withholdings can not be greater than or equal to gross distribution for Box 14. However this matches exactly and the 1099-R I receive. How get around this and allow to be able to e-file?

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JohnB5677

Alumni - Intuit

Do you have a distribution code in Box 7?

Place a "0" in box1.
Leave Box 2 blank.
Leave boxes 14 through 16 blank.

With a code in Box 7 (perhaps a 7 or 9), I was able to go through without an error.

@OrangeButton

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OrangeButtonAuthor

Level 2

I do have a distribution code in Box 7.

I just tried putting 0 in box 1, leaving Box 2 blank, and 14 - 16 blank however I am still not able to get through. Same message.

tmunoz

Level 13

Yes, dmertz is correct, it would clarify to know for what the form was issued and also what the code in Box 7 is.

dmertz

Level 15

Why did you receive a Form 1099-R with $0 in box 1?

Does this have something to do with a loan you had received from a nonqualified annuity?

OrangeButtonAuthor

Level 2

Any solutions from TurboTax?

ThomasM125

Alumni - Intuit

Since there is no income listed on the form you don't need to enter it on your tax return. The IRS will not question the form missing from your tax return since it did not report any income.

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