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New Member
posted Mar 8, 2024 3:04:44 PM

Why is TurboTax saying I need to fill in Box 9a on Form 1099-R, but my 1099-R from my Payer has Box 9a blank?

TurboTax will not let me continue without entering something in Box 9a, so I am stuck.

0 3 610
3 Replies
Expert Alumni
Mar 8, 2024 3:14:20 PM

Is this 1099-R for a total distribution?

 

The instructions for line 9a say, "Box 9a. Your Percentage of Total Distribution If this is a total distribution and it 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."

 

Any of this sound familar?

New Member
Jan 27, 2025 10:55:41 AM

So, do you put in 100% if this my ira and I received the distribution?

Expert Alumni
Jan 27, 2025 11:28:33 AM

If your Form 1099-R has an amount on Box 9a, then enter it; otherwise leave it blank.  

 

Where do I enter my 1099-R?

@Smdent33