topic Can I remove checks in line 2b? in Retirement tax questions

Can I remove checks in line 2b?

lee251 — Tue, 24 Feb 2026 03:31:28 GMT

Re: Can I remove checks in line 2b?

DMarkM1 — Wed, 08 Mar 2023 16:37:31 GMT

Assuming you are asking about about forms 1099R (Taxable Amount not Determined and/or Total Distribution), you can but shouldn't remove the checks. This may cause filing errors or rejections as those boxes are related to other boxes and codes on the form. If there is a mismatch, errors will appear.

The opposite may also be true.

If the checks are there but the issuer didn't provide the correct information that goes with that check and you then delete it you might not find/encounter an error that should be there to warn you of an incorrect form.

Re: Can I remove checks in line 2b?

SteamTrain — Wed, 08 Mar 2023 16:44:28 GMT

@lee251

...but....If they are unchecked on your actual 1099-R form..then YES.

________

There is an issue with re-used 1099-R forms with the "Online" software.

Some check marks that are supposed to be unchecked...sometimes require you to first "Check" them , and then "Uncheck" them.

________

If you end up with a lot of boxes requiring input (a lot of yellow boxes)....the easiest way to clear them is to:

1) Scroll to the bottom of the form and click on <Back>

2) then on the prior page click on <Continue>

....which brings you back to the main form, and you can then put data only in the boxes actually needed.