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New Member
posted Apr 11, 2024 7:18:02 AM

What should I do? my 1099r shows a distribution code of 7a but I'm getting an error message. What should I do?

How can I proceed?  A CPA used the same code last year and it was accepted

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3 Replies
Expert Alumni
Apr 11, 2024 7:27:37 AM

This was just a normal distribution, correct?

 

Use Code 7: (a) for a normal distribution from a plan, including a traditional IRA, section 401(k), or section 403(b) plan, if the employee/taxpayer is at least age 59 1/2

Level 15
Apr 11, 2024 8:14:20 AM

"7a" is two separate codes: Code 7 and code A.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/codes-box-7-1099-r-mean/L5OE1Zdgx_US_en_US

 

 

Level 15
Apr 11, 2024 1:45:20 PM

If your Form 1099-R had 7A in box 7, codes 7 and A are separate codes.  Select code 7 in one of TurboTax's code selection boxes, mark the box to indicate that you have a second code, then select code A in the second box.  Code A with code 7 indicates a distribution to someone born before January 2, 1936 that might be eligible for special 10-year averaging on a lump-sum distribution.