topic Form 1099-R Item 9a in Get your taxes done using TurboTax

Form 1099-R Item 9a

howardwbaker — Wed, 11 Feb 2026 03:57:25 GMT

I believe Turbo Tax has a programming error when requiring a positive entry in Box 9a when the distribution is not a Total Distribution. Payer's leave this box blank. Turbo Tax forces an entry greater than .01 and does not allow an override. My opinion.

Re: Form 1099-R Item 9a

RobertB4444 — Tue, 13 Feb 2024 15:22:10 GMT

Box 9a should not have an entry in it if it is left blank on the form. Leave it blank - do not try to put a zero in the box. The system reads the zero as an entry and tries to correct it. You only need to enter the information that is relevant to your taxes.

@howardwbaker

Re: Form 1099-R Item 9a

howardwbaker — Tue, 13 Feb 2024 15:59:38 GMT

Turbo Tax forces an entry even when left blank (no "0") input. No override capability. I believe there is a programming error.

Re: Form 1099-R Item 9a

DoninGA — Tue, 13 Feb 2024 16:00:31 GMT

@howardwbaker wrote:

Turbo Tax forces an entry even when left blank (no "0") input. No override capability. I believe there is a programming error.

Delete the Form 1099-R and re-enter manually. This should correct the problem.

Re: Form 1099-R Item 9a

dmertz — Tue, 13 Feb 2024 16:23:51 GMT

The problem is with the Form 1099-R itself. Despite the fact that the payer should never put a zero in box 9a, some do instead of leaving it blank.