topic Re: 1099R in Retirement tax questions

1099R

William177 — Mon, 09 Mar 2026 09:12:59 GMT

Why is turbo tax asking me to enter an amount on line 9a when there is no amount indicated on my 1099R statement.

Also, turbo tax is trying to fill out form 8812 when its just me and my wife. We are elderly and grown children that do not live with us. I am confused.

Re: 1099R

DoninGA — Thu, 03 Mar 2022 19:23:58 GMT

No amount in box 9a on the Form 1099-R is required to file the form with your tax return. Delete the Form 1099-R and re-enter manually.

For the Schedule 8812 -

Everyone is being asked this question since TurboTax does not know if the user was one who received these advances from the IRS in 2021.

Enter a 0 (zero) when asked to enter a number on the Schedule 8812. This will correct the issue and remove the Schedule 8812 from your tax return so that you can file the return.

Re: 1099R

William177 — Mon, 07 Mar 2022 18:39:20 GMT

that took care of the problem. Thanks

Re: 1099R

William177 — Mon, 07 Mar 2022 18:40:11 GMT

Re-entering the 1099R fixed the problem. Thanks