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New Member
posted Feb 21, 2024 4:49:42 AM

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?

0 4 242
4 Replies
Expert Alumni
Feb 21, 2024 6:05:37 AM

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

Level 15
Feb 21, 2024 7:06:08 AM

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

 

Like maybe a code "U" ?

New Member
Feb 24, 2024 4:04:06 AM

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 ?

 

 

Level 15
Feb 24, 2024 4:12:59 AM

Those entries wouldn't be asking you for any info on a 1099-DIV.

 

Must be something else that triggered it.

_______
If you imported the forms from a Financial provider, perhaps there were also 1099-DIV forms that imported too.  Depending on what's in those -DIV forms, they may need to be edited to enter some follow-up questions.

 

Anyhow....Go to the 1099-DIV section on the Wages&Income page and edit any 1099-DIV forms you may find there.    IF there  are $$ in the form(s), you may have some follow-up questions to answer.

If there is a 1099-DIv form that is empty of $$ amounts, then just delete the form.