topic On my husband's 1099-R, there are no boxes checked on 2b. When I leave this blank, I get an error message. in Retirement tax questions

On my husband's 1099-R, there are no boxes checked on 2b. When I leave this blank, I get an error message.

hershey5912 — Mon, 23 Feb 2026 12:55:15 GMT

Re: On my husband's 1099-R, there are no boxes checked on 2b. When I leave this blank, I get an error message.

rjs — Thu, 09 Feb 2023 21:12:31 GMT

It's quite common for neither box to be checked. What is the error message that you get? Please post the entire exact message, word for word. When do you get the error message: when you enter the 1099-R? later, in Smart Check?

Re: On my husband's 1099-R, there are no boxes checked on 2b. When I leave this blank, I get an e...

ThomasM125 — Thu, 09 Feb 2023 21:20:08 GMT

You shoudn't need to make an entry for the "Taxable amount not determined" or "Total distribution" boxes. However, since it is creating an issue for you, you can try deleting the 1099-R form and that may resolve your issue as follows:

Click on Tax Tools in the left menu bar
Click on Tools
Look under Other Helpful Links and choose Delete a form

Find the Form 1099-R that is creating problems and delete it, then run the error check before you re-enter it.

Re: On my husband's 1099-R, there are no boxes checked on 2b. When I leave this blank, I get an error message.

SteamTrain — Thu, 09 Feb 2023 21:33:27 GMT

Yep Deleting the form entirely and re-entering it should fix it.

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In the "Online" software there is an issue with any 1099-R forms that transfers over from last year's file.

Another fix without deleting??

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't do the above, you may be seeing, and having to deal with the following:

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