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HL1
Returning Member

What is 1099-R Box 9a Your Percentage of Total Distribution?

Took distribution from IRA account, received Form 1099-R.  The form does not have Box 9.  Turbo Tax expects to enter value greater than zero.  What should be entered in this box?

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5 Replies
MichaelDC
New Member

What is 1099-R Box 9a Your Percentage of Total Distribution?

Box 9a, percent of total distribution, is generally used when a 1099-R distribution is split between more than one person. This is unusual, and if it was empty on the form you received you can leave it blank in TurboTax.

Option 1. You should leave box 9a blank in TurboTax if that section is blank/missing on your 1099-R. Click in the box and hit the backspace/delete buttons several times (or hold them down) to make sure the box is really empty. 

Option 2. If you are unable to leave the space empty (if you receive an error message), then you will need to delete and manually re-enter the form. Here are the steps to do that: 

  1. While logged into your tax return, use the search box to search for "1099-r" (without the quotation marks)
  2. Click on "Jump to 1099-R" if it appears.
  3. If you have already entered a 1099-R you will come to a summary screen. Click "delete" next to the 1099-R you wish to delete. Confirm that "yes," you want to delete.
  4. You will be taken back to the 1099-R summary screen. Select "Add a 1099-R" and then "I'll type it in myself"
  5. Enter the information and leave box 9a blank when you get to that part. 

Option 3. If none of the above works and the program still isn't accepting a blank, go ahead and enter "100" here, (if the 1099-R was not distributed among others also- since you received 100% of the distribution). This work-around should resolve the problem.

What is 1099-R Box 9a Your Percentage of Total Distribution?

I had the exact same issue, and what solved it for me was using only whole numbers in boxes 1, 2a, and 4. Once I rounded all my numbers I was able to leave a zero in any of the boxes that had no information and continue.

What is 1099-R Box 9a Your Percentage of Total Distribution?

how do i figure this as turbo tax doesn't???

 

SamS1
Expert Alumni

What is 1099-R Box 9a Your Percentage of Total Distribution?

It needs to be a total account distribution. If this is a total distribution and 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.  If the distribution is split, you percentage of the total distribution would be the amount your received in proportion to the total distribution amount.  

 

$xxx.xx (your share)/Total distribution from 1099R Box 1

bgraham00
New Member

What is 1099-R Box 9a Your Percentage of Total Distribution?

I had the same issue, I noticed it auto populated the field as "0.00"  I deleted the 0.00 and left blank.  It showed %.

 

After that it moved on just fine.

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