topic Re: 1099-R in Retirement tax questions

1099-R

dough007 — Tue, 16 Feb 2021 03:37:39 GMT

On my 1099-R form Box 7 is distribution code 7, IRA/Simple box is marked "X". Turbo Tax will not let me e-file my Fed and/or State Returns because it is calling for Box 9A to have a number. This is my third distribution in the last three years. Neither of the previous 1099-R forms had Box 9a filled in with a number. I have rechecked my returns and everything seems to be correct. What am I missing or have filled in wrong?

Please HELP!!

Re: 1099-R

dmertz — Tue, 16 Feb 2021 04:24:22 GMT

Box 9a does not apply to a Form 1099-R with code 7 in box 7 and the IRA/SEP/SIMPLE box marked. Leave box 9a blank even if the payer put a zero in this box.

If box 9a already appears to be blank, delete this 1099-R form and reenter it manually.

Re: 1099-R

dough007 — Sun, 21 Feb 2021 19:24:48 GMT

Thank you. Will enter 1099-R manually and try again.