topic Both boxes in 2B are empty on my 1099R form, but tax program won't continue when I leave both blank. What do I do? in Retirement tax questions

Both boxes in 2B are empty on my 1099R form, but tax program won't continue when I leave both blank. What do I do?

rmlinda — Mon, 23 Feb 2026 13:01:44 GMT

Re: Both boxes in 2B are empty on my 1099R form, but tax program won't continue when I leave both...

JosephS1 — Wed, 08 Feb 2023 18:57:42 GMT

Place a checkmark in the box for "Taxable Amount not Determined". It will not affect your return in any way as long as all other entries are made per the form.

@rmlinda

Re: Both boxes in 2B are empty on my 1099R form, but tax program won't continue when I leave both blank. What do I do?

SteamTrain — Wed, 08 Feb 2023 19:13:48 GMT

@rmlinda

If you are using a 1099-R that carried over from last year, and using the "Online" software...you can "X" and then un-"X" each checkbox, and that should clear the issue.

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( for "Online" software only, and only for carry-over 1099-R forms)

1) Scroll to the bottom of the page...click on <Back>

2) On the prior page...click on <Continue>

That should clear the page requiring entries for every box and checkbox....and you can make entries in only the places you need to.

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If you don' do the above, you may be seeing the following:

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