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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
Expert Alumni

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?

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

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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?

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.*

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?

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 ?

 

 

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?

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.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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