topic box 1 gross distribution in Retirement tax questions

box 1 gross distribution

bouke — Mon, 23 Mar 2026 19:54:52 GMT

This is very upsetting. I'm getting an error message when attempting to enter 529 distribution information telling me that box 1 gross distribution must equal the sum of box 2 earnings plus box 3 basis, which it does. There are no typos. Reentered multiple times. Triple checked that the calculation is correct. It will not allow me to go further to complete the deduction assessment without this corrected. The AI assistant could not help and TurboTax wants to charge me for live help even though this is their issue! What can I do now?

Re: box 1 gross distribution

ThomasM125 — Mon, 23 Mar 2026 20:42:26 GMT

I suggest you delete the Form 1099-Q entry and re-enter it as follows:

1. Choose the Tax Tools option on your left menu bar while working on your return

2. Choose Tools

3. Choose the Delete a form option under Other Helpful links

4. Find the Form 1099-Q in the list and delete it

Also, just enter whole numbers even if the Form 1099-Q includes cents.