topic Why does it keep asking for me to fill in Box 3 from the 1099 R? I have box 3 on ours. in Retirement tax questions

Why does it keep asking for me to fill in Box 3 from the 1099 R? I have box 3 on ours.

rdrlh2a — Wed, 11 Feb 2026 04:17:25 GMT

Re: Why does it keep asking for me to fill in Box 3 from the 1099 R? I have box 3 on ours.

JohnB5677 — Thu, 08 Feb 2024 17:46:05 GMT

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

I understand that you are having an issue with Box 3 of your 1099-R.

Is there an entry in Box 3
Does the Box 3 heading say "Capital Gain (Included in Box 2a)"
If there is no entry, try to enter "0" in Box 3.

I know this probably doesn't completely answer your question. Please contact us again and provide some additional details.

Re: Why does it keep asking for me to fill in Box 3 from the 1099 R? I have box 3 on ours.

Old11 — Mon, 01 Apr 2024 22:40:56 GMT

I am having the same problem. There is nothing in Box 3. The 1099-R is from a pension annuity. I believe that Turbo Tax’s prompt is looking for a value prior to the distribution but I never contributed to the pension. No value is deducted with each payment. My company guarantees the amount for each month that I survive

Re: Why does it keep asking for me to fill in Box 3 from the 1099 R? I have box 3 on ours.

DoninGA — Mon, 01 Apr 2024 22:44:51 GMT

@Old11 wrote:

I am having the same problem. There is nothing in Box 3. The 1099-R is from a pension annuity. I believe that Turbo Tax’s prompt is looking for a value prior to the distribution but I never contributed to the pension. No value is deducted with each payment. My company guarantees the amount for each month that I survive

You should leave box 3 blank on the Form 1099-R. If the program is requiring an entry in box 3, delete the Form 1099-R and re-enter manually. That will clear the program error.