topic Leave 7b blank. Some reporting agencies put a qualifying... in Retirement tax questions

I receive a CSA 1099R. On it, there is a Box 7. (Distribution Code(s)) where it says "2 - NONDISABILITY".TurboTax wants info for a box 7a AND a box 7b. What do I do?

tapscherer — Thu, 06 Jun 2019 16:14:52 GMT

Is it necessary for me to make entries for TurboTax's Box 7a AND Box 7b. Since my form CSA 1099R only has a Box 7 - not divided into a and b - what do I enter and where do I enter it?

Leave 7b blank. Some reporting agencies put a qualifying...

DanielV01 — Thu, 06 Jun 2019 16:14:54 GMT

Leave 7b blank. Some reporting agencies put a qualifying explanation with a second code in box 7b when box 7(a) code is 2. This is because a box 2 code is that you don't have a penalty for the early distribution, but that box doesn't say why. Box 7b does give the explanation with a code. But it is not required for the issuing agency to put this information. Thus, if you do not have a box 7b, leave that box blank on the TurboTax screen.

Referring back to this question: you still did not answer...

bobruyle — Thu, 06 Jun 2019 16:14:55 GMT

Referring back to this question: you still did not answer what goes in box 7a when the code given is 2-NONDISABILITY and turbo tax gives an automatic entry of 2-EARLY DISTRIBUTION (Except Roth) no known exception... do I go ahead and use Turbo Taxes 2-EARLY DISTRIBUTION or do I enter some other number that is more relevant since these two do not seem to match (in my opinion)

Re: I receive a CSA 1099R. On it, there is a Box 7. (Distribution Code(s)) where it says "2 - NONDISABILITY".TurboTax wants info for a box 7a AND a box 7b. What do I do?

Ghcates — Fri, 07 Feb 2020 22:23:28 GMT

Does anybody have an answer to this question??

Re: I receive a CSA 1099R. On it, there is a Box 7. (Distribution Code(s)) where it says "2 - NONDISABILITY".TurboTax wants info for a box 7a AND a box 7b. What do I do?

DoninGA — Fri, 07 Feb 2020 22:26:46 GMT

@Ghcates wrote:

Does anybody have an answer to this question??

It was answered correctly. You only enter a 2 in box 7a and leave box 7b blank (empty)

Re: I receive a CSA 1099R. On it, there is a Box 7. (Distribution Code(s)) where it says "2 - NONDISABILITY".TurboTax wants info for a box 7a AND a box 7b. What do I do?

Ghcates — Fri, 07 Feb 2020 22:27:06 GMT

My form has 7-Nondisability in Box 7a on CSA Form 1099-R, but there is no selection for that when filling out the Turbo Tax online form. What selection do I choose as there is nothing that shows Non-disability.

Re: I receive a CSA 1099R. On it, there is a Box 7. (Distribution Code(s)) where it says "2 - NONDISABILITY".TurboTax wants info for a box 7a AND a box 7b. What do I do?

Ghcates — Fri, 07 Feb 2020 22:30:16 GMT

But selection 2 says "Early Distribution (Except Roth IRA) Is that the same thing as Non-Disability??

Re: I receive a CSA 1099R. On it, there is a Box 7. (Distribution Code(s)) where it says "2 - NONDISABILITY".TurboTax wants info for a box 7a AND a box 7b. What do I do?

DoninGA — Fri, 07 Feb 2020 22:35:39 GMT

@Ghcates wrote:

My form has 7-Nondisability in Box 7a on CSA Form 1099-R, but there is no selection for that when filling out the Turbo Tax online form. What selection do I choose as there is nothing that shows Non-disability.

Nondisablity is just written on the form to by the agency providing the 1099-R.

There is no code on a 1099-R for nondisabiltiy.

You only enter the code in box 7a as is shown on your form. If the code is a 7 with the words Nondisabilty enter a 7 in box 7a. If the code is a 2 with the words Nondisabilty enter a 2 in box 7a.

Re: I receive a CSA 1099R. On it, there is a Box 7. (Distribution Code(s)) where it says "2 - NONDISABILITY".TurboTax wants info for a box 7a AND a box 7b. What do I do?

PAULANDJOYMOBLEYD0 — Wed, 02 Feb 2022 23:21:26 GMT

My form CSA 1099R Box 7 has NONDISABILITY LISTED, BUT YOUR OPTIONS TO FILL IT DO NOT LIST THAT OPTION.

Re: I receive a CSA 1099R. On it, there is a Box 7. (Distribution Code(s)) where it says "2 - NONDISABILITY".TurboTax wants info for a box 7a AND a box 7b. What do I do?

PAULANDJOYMOBLEYD0 — Wed, 02 Feb 2022 23:22:43 GMT

This is not appropriate/applicable to mu question!

Re: I receive a CSA 1099R. On it, there is a Box 7. (Distribution Code(s)) where it says "2 - NONDISABILITY".TurboTax wants info for a box 7a AND a box 7b. What do I do?

DoninGA — Wed, 02 Feb 2022 23:25:38 GMT

There is not a code for nondisability because that code does not exist.

Is there a number shown to the left of the words NONDISABILITY?

Re: Leave 7b blank. Some reporting agencies put a qualifying...

PAULANDJOYMOBLEYD0 — Wed, 02 Feb 2022 23:26:11 GMT

But Turbotax kicks a blank out, and will not let me proceed. I did not have this problem in past years. Who can fix this problem?

Re: I receive a CSA 1099R. On it, there is a Box 7. (Distribution Code(s)) where it says "2 - NONDISABILITY".TurboTax wants info for a box 7a AND a box 7b. What do I do?

PAULANDJOYMOBLEYD0 — Wed, 02 Feb 2022 23:28:43 GMT

This is also the same impass/problem that I have.

Re: I receive a CSA 1099R. On it, there is a Box 7. (Distribution Code(s)) where it says "2 - NONDISABILITY".TurboTax wants info for a box 7a AND a box 7b. What do I do?

DoninGA — Wed, 02 Feb 2022 23:35:43 GMT

@PAULANDJOYMOBLEYD0 wrote:

This is also the same impass/problem that I have.

Again -

There is not a code for nondisability because that code does not exist.

Is there a number shown to the left of the words NONDISABILITY?

Re: I receive a CSA 1099R. On it, there is a Box 7. (Distribution Code(s)) where it says "2 - NONDISABILITY".TurboTax wants info for a box 7a AND a box 7b. What do I do?

dmertz — Thu, 03 Feb 2022 18:13:18 GMT

There is a code (1, 2 or 7) that precedes the word NONDISIBILITY. That's the code you are to select in TurboTax.