1099-R Part D line 2

I have a 1099-R and this is for a fixed annuity that I receive under 'Joint and Survivor' pension plan, and the entire amount is taxable, and box 1 and 2a both have the same amount. During Review, TT forces me to enter some value in Line 2 of Part D. I tried entering zero but the error remains.

Thanks in advance for any tips.

Raj , April 6, 2025

571

Expert Alumni

Apr 5, 2025 9:19:14 PM

Can you provide more information? Are you referring to line 2 of your 1099-R? There isn't a line 2 D on Form 1099-R.

Level 2

Apr 6, 2025 4:07:24 AM

Online review takes me to form 1099-R,

Then Part D General Rule Method, then line 2 Expected Return on Contract. I tried to enter zero in this line but error remains the same.

Why sign in to the Community?

1099-R Part D line 2