I can't e-file because turbotax keeps saying line 9a on my spouse and my 1099-R from our IRA acct. (Prudential) can't be 0. How do I fix it? I can't change the form.

turbopvalley · ‎June 3, 2019

macuser_22 · ‎June 3, 2019

Zero is not allowed. The box must be blank.

(Box 9a is only used if the box 1 amount was split between 2 or more payees and tells you what your share is. A "0" (zero) would indicate that the 1099-R is reporting your share of nothing, which would be nonsense.)

Some payers insist on putting zero in the box to indicate that it is not used, when they should leave it blank according to the 1099-R form rules. TurboTax follows the rules and complains if it is zero.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

View solution in original post

macuser_22 · ‎June 3, 2019

Zero is not allowed. The box must be blank.

(Box 9a is only used if the box 1 amount was split between 2 or more payees and tells you what your share is. A "0" (zero) would indicate that the 1099-R is reporting your share of nothing, which would be nonsense.)

Some payers insist on putting zero in the box to indicate that it is not used, when they should leave it blank according to the 1099-R form rules. TurboTax follows the rules and complains if it is zero.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Critter · ‎June 3, 2019

Delete the form and enter it again manually.

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I can't e-file because turbotax keeps saying line 9a on my spouse and my 1099-R from our IRA acct. (Prudential) can't be 0. How do I fix it? I can't change the form.