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Level 2
Feb 21, 2024 12:49 PM UTC
Question

Why do I keep getting request data for 2 items that are reported on 1099R forms and you keep asking me for 1099DIV forms which I have never had?

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4 replies

DaveF1006
Alumni - Intuit
Feb 21, 2024 2:05 PM UTC

To clarify, what are the two items that are reported on the 1099R that needs attention?

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SteamTrain
Level 15
Feb 21, 2024 3:06 PM UTC

ANND...what are any of the code letters showing in box 7?

 

Like maybe a code "U" ?

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
Level 2
Feb 24, 2024 12:04 PM UTC

Box 7 Distribution code 7

IRA/SEP/SIMPLE is marked with X

 

Box 7 Distribution code 7 

IRA/ SIMPLE is not 

checked.

 

3 accounts, all reported on 1099-R forms.

turbotax is looking for 2 of the 3

be reported as 1099-DIV

 

What can I do ?